Crossing the Rubicon

AF5 April 2013 Case Study Analysis

Malcolm considers the post RDR world and how it will impact upon advisers and tomorrow's client

Danny Cox, Hargreaves Lansdown, shares his thoughts and experiences of today's client needs and how this will impact on Tomorrow's Client

An overview of the profession today and an insight into tomorrow's adviser

An overview of the profession today and an insight into tomorrow's adviser

This presentation discusses Lord Nelson, Lieutenant Columbo and Kipling and will provide you with a concise view of how Simon sees business, clients (and prospects) in 2016 (and beyond) …

To mark the CII’s hundredth anniversary as a Chartered professional body we’re launching a series of seven research reports to explore some of the risks and opportunities that might face us in the decades to come. This first report, sets the scene for the entire series by focusing on the past and present – the building blocks for any narratives about the future

Justin Urquhart Stewart shares his view on what Tomorrow's Client expects from their adviser of the future

Joe Jordan shares his view on what Tomorrow's Client expects and how behavioural finance theories impact on their thinking

Chris thrives in customer-focused environments where he is passionate about enabling improvements based on an organisation™s and individual™s needs.

During this session Holly overviews today's platform market, how she feels it will develop and what will be the needs and demands of Tomorrow's Clients.

In this session Jo shares Google's insight into the digital ecconomy which has become mainstream and central to winning Tomorrow's Client

In this session Adele shares the extensive YouGov research on client attitude to financial services and advice, with some challenges to adviser perception of what client's value most.

In this session Barry will consider the consumer trends and demands of Tomorrow's Clients

In this session Tony and Phil share the exclusive adviser research uncovering how RDR will impact on firms.

In this session Stephen explain the regulation landscape today and how it will develop focusing on the importance of Europe.

In this session Fay explains how the professional bodies will be impacted by their new accredited body obligation.

In this session Tim explains how technology and social trends will impact upon investment opportunities

Jon closes the day summarising the sessions and how important it is to focus on the future