OVERVIEW
TUESDAY – JULY 30
THURSDAY – AUGUST 1

9:00am – 9:05am

WELCOME

9:05am – 9:35am

WE LIVE IN INTERESTING TIMES: INDUSTRY TRENDS 2021

Alongside the pandemic and the broader societal disruption, the wholesale advice space has specific complications in the short run. With clients leaving the wealth management space this unique opportunity to grow a practice is hindered by the frameworks, paperwork and imminent educational standards timeframes. This session outlines the challenges in the current environment and how to protect against their individual and collective risks.

9:35am – 10:00am

RESETTING REPUTATIONS: PERCEPTIONS AND PROCESSES

AMP has both a long history and broad public awareness but currently suffers from reputational damages incurred during and post the Royal Commission. This session considers the lessons from the past and asks why this time will be different?

10:00am – 10:30am

MENTAL HEALTH IN FOCUS: AN INDUSTRY WIDE CHALLENGE

Alongside fears around public health the last year has seen fresh challenges to the mental health of clients, staff and practice owners. This session offers practical counsel on how to be aware and proactive around the risks to health from financial, professional and retirement uncertainty.

10:30am – 11:00am

HUMANS OF ADVICE: MORALE, SUPPLY & SUCCESSION

The advice industry is at a critical point in its journey towards professionalism. The wealth management exit, education standards and convoluted compliance all make offering advice more complicated than ever before. This session considers the undersupply challenge and how to make the work more rewarding and appealing to both new entrants and fatigued incumbents.

11:00am – 11:30am

MORNING TEA

11:30am – 12:00pm

THRIVING IN TIMES OF CHANGE

With the banks exiting the space, technology providing new efficiencies and with clients requiring fresh ideas around the relationship with advice there is considerable scope for practices to excel and grow. This session explores case studies of how innovative practices are redefining the scope, scale and profitability of advice as a service.

12:00pm – 12:30pm

FIRESIDE CHAT: KODA CAPITAL AND ITS FUTURE

An intimate conversation with Paul Heath, chief executive of one of the most successful organisations in this period of divestment and disruption.

12:30pm – 1:30pm

LUNCH

1:30pm – 2:00pm

REIMAGINING THE CEREBRAL

The advice industry is at an inflexion point whereby the old business models, rules and processes will not reflect the future. As such inspiration and guidance around how to prepare for the years to come are more likely to arise from unrelated fields that have also seen substantial change. This session considers the lessons from healthcare, medtech and personalised medicine in reimagining a whole industry and building tomorrow's technologies, today.

2:00pm – 2:30pm

ADDING VALUE IN AN AGE OF CYNICISM

With fees increasing, the number of advisors shrinking and thus the pool of clients serviced also diminishing, there has never been an easier time to be busy without being deliberate. This session considers the merits and approaches of revisiting the vision and purpose of a practice in order to resolve where it excels, where it outsources at and how it explains its value add to clients.

2:30pm – 3:00pm

THE ROLE OF FINTECH IN THE FUTURE OF ADVICE

In order to capture, manipulate and protect client data each practice must reconcile its own approach towards fintech and regtech. Whilst the imperative is clear the risks include poor selection, adoption and integration of these technologies with the associated financial and distraction costs. This session considers case studies of good and bad end-to-end design of the role fintech can play in improving and scaling advice practices.

3:00pm – 3:30pm

EFFICIENCY, SCALE & OPTIONS: MANAGED ACCOUNTS IN 2021

With practices having a range of challenges including compliance, human resource and marketing services, elements of streamlining have the potential to improve all aspects of the business model. This session debates the challenges and opportunities posed by managed accounts in simplifying life for advisors across a practice.

3:30pm – 4:00pm

AFTERNOON TEA

4:00pm – 4:30pm

CHANGES AHEAD: THE ASIC PERSPECTIVE

The role of ASIC is evolving to divest areas of responsibility to Treasury and the ATO. This session explores these developments, the implications for a leaner and more agile regulator and what this means for financial advisors in the year to come.

4:30pm – 5:00pm

BREAKING THE CODE: MAKING ETHICS WORK FOR YOU

Whilst still in its emergent period of adoption the code of ethics continues to cause concern about its implementation and influence on compliance. This session explores these fears but also counters with a spectrum of outcomes whereby the code can be reimagined as a source of value and differentiation for the best advisors.

5:00pm

CONFERENCE CLOSE