With Betterment at the forefront, robe-advisors have transformed the landscape of the funds industry and technology-first wealth management solutions will be a key battle ground in the fight for growth. Get new ideas on:
Embrace new distribution and partnership opportunities to stay ahead of the game.
Acquire insight from top fund industry minds on what you can expect for 2018/19. Identify the key trends that will shape your most important strategic decisions. Create a roadmap to:
Gain cutting edge solutions to your future product needs.
Connect with conference speakers and fellow attendees. Secure important new contacts and talk about crucial developments in your field.
Regulatory compliance and consumer demand for lower fee solutions are compressing margins. Ensure revenue stability for your organization in a fee squeezed environment. Source practical tips to:
Prepare yourself with a blueprint for market share growth in a fee compression future.
Engage with regulatory experts as they expand upon current global trends and the driving forces behind them. Increase your insight into the ever-changing regulations and how it will impact your business. Create a roadmap to:
Grasp the regulatory environment and the implications on your business strategy and decisions.
Join the conference speakers and your peers for a relaxing luncheon.
SPECIAL ADVISOR AFTERNOON As a new feature of the Funds Summit, 50 of Canada's elite financial advisors will be invited to join in an afternoon of key interactive and immersive sessions that will help the industry better understand their needs and help them grow their business!
As a new feature of the Funds Summit, 50 of Canada's elite financial advisors will be invited to join in an afternoon of key interactive and immersive sessions that will help the industry better understand their needs and help them grow their business!
How will the global and North American economic backdrop impact financial markets in the years ahead? This session will review key insights on what this means for your asset allocation and investment strategies:
Take the necessary steps to maximize your returns and minimize your risk.
HNW and UHNW individuals represent growing segments in Canada. Understanding these individuals’ unique needs can help you scale your business and increase AUM:
Network with conference speaker and fellow attendees
The importance of adding value as an advisor has never been higher. Adapt a modern approach to growing your business from North America's top financial advisors. Take away specific solutions to:
Grow your business in new ways with winning strategies based on proven results.
Technology presents huge potential to grow your practice, however knowing where to start and how to integrate it into your processes can be expensive and time consuming. Embrace new tools to enhance how you service clients, attract new ones, and transform how your practice operates. Source strategies to:
Revolutionize your use of social media and technology to transform your practice.
Rub shoulders with Canada's leading independent financial advisors in a special gathering with fund industry executives.
Machine learning and AI are poised to be a key tool in the toolkit of tomorrow’s fund market leaders. Drive innovative new methods of funds insight to increase your returns. Create a roadmap to:
Create synergy between your firm’s human intelligence and automated efficiency.
Fund companies are fighting fee pressure by making it easier for advisers to engage. Learn how investment in digital technologies is helping these companies differentiate themselves in a crowded retail market. This presentation will draw on examples from Canada, the US, UK and other markets to explore:
The growth of ETF’s in Canada continues after reaching $100 billion in assets in 2016. Optimize your firm’s offerings by incorporating the best practices such as “smart beta” to increase revenue. Source your plan of action with:
Stay ahead of the change curve for your firm as ETF’s continue to gain market share.
Connect with conference speakers and fellow attendees. Secure important new contacts and talk about crucial developments in your field.
Currently, 77% of investors are interested in responsible investing, yet a staggering 73% know very little or nothing about it. This “awareness gap” highlights an exciting opportunity to gain access to new consumers. In this session, attendees will gain insights on how to:
Meet investors’ expectations by offering responsible investment products.
The growing gap between high value actives and low fee passives, which is occurring on an international scale, provides a unique environment. Enhance your products and services to maximize your returns. Develop a blueprint to:
Enhance your market adaptability to ensure your future revenue.
Increased tech disruption and the demand for lower fees are creating a divergent marketplace with active and passive segments. Match the evolving needs of these profitable segments to ensure your market share. Source practical tips to:
Master the success factors of the divergent environment to ensure your revenue stability.
Network with conference speaker and fellow attendees
According to a PWC report, by 2020 alternatives will have a centre stage role in the investment industry. Be prepared to take advantage of alts to increase your retail product returns. Develop a blueprint to:
Adapt your products to an alternative infused retail environment to stay ahead of the competition.
In a competitive and highly regulated landscape, access to your distribution network is key but increasingly complex. Equip your team with the critical information to optimize your exposure to distribution. Take away specific solutions to:
Reduce your exposure to regulatory punishment and ensure a healthy distribution channel.