FANews
FANews
RELATED CATEGORIES

New Independent Virtual Financial Planning Summit brings Thought Leadership to Professional Financial Advisers

28 August 2020 The Collaborative Exchange

A new independent thought leadership conference for professional financial advisers has been launched in South Africa and will be held virtually on the 12th, 13th and 14th of October 2020.


The virtual conference will be brought to delegates by The Collaborative Exchange and in conjunction with Investec and  adviceworx as the lead sponsors. Discovery, IRESS and Silica are other conference sponsors. The Collaborative Exchange is a specialist strategic advisory and research business that works with investment managers and wealth managers/financial advisers throughout South Africa. It also owns the intellectual property rights for arguably South Africa’s largest industry events including The Investment Forum, Meet the Managers and The Investment Think-Tank. It has also launched The Virtual Network for Financial Intermediaries, where advisers can gain access to industry-leading content via a rich digital user interface.


The conference will cover the latest developments in the financial planning landscape during the COVID-19 pandemic, including the future of financial planning, the pros and cons of vertically integrated financial planning practices, how to set up your practice for continued growth and expansion, technology developments that are reshaping the industry as well as many other relevant subjects. Leading local and international experts in their respective fields will be speaking at the event. These include Peter Mann who was previously Vice Chairman of the Old Mutual Group as well as the CEO of Skandia, Ian van Schoor the CEO of Adviceworx, Keith Hare the CEO of Benchmark Capital, Hylton Kallner the Executive Director and CEO of Discovery Life, Jeanette Marais the joint CEO of Momentum Metropolitan, Dave Munro the CEO of Liberty Holdings and René Grobler the Head of Investec for Intermediaries.


Ian van Schoor, the Chief Executive Officer of Adviceworx says “Advice innovation” and disruptive business models are finding traction in the financial advisor market as more and more financial advisors evaluate the future of their own tied or independent practice. Advisors are taking a more serious look at their “own businesses” with a growing urgency to improve client outcomes and future fit client propositions. A far more fundamental interrogation of issues such as efficient operating models, technology integration, data analytics, client experience, sustainable practice management and succession models are the critical issues of the modern practice today” René Grobler, Head of Investec for Intermediaries says “In an increasingly competitive and complex world, the need for financial advisers to help their clients navigate uncertainty has never been greater. For this reason, Investec for Intermediaries is excited to partner with The Collaborative Exchange and the financial advisor community in this thought leadership event. This conference provides an unique platform for the best minds in the industry to join forces and look into the future of financial planning to help crystallize the opportunities and the challenges ahead.”


Conference will include the latest developments in the financial advisory landscape;

• Global and domestic trends shaping financial planning post COVID-19
• The future of financial planning and advice
• Setting up your practice for continued growth and expansion
• The pro’s and con’s of vertically integrated practices
• Critical business drivers that create equity value for advisory practices
• Valuation models for financial planning practices in SA
• Selling your practice and/or joining a national network – what to look out for
• What technologies are changing the ways that financial advisers operate


Further details about the event can be found at www.financialplanning-summit.co.za
or by emailing info@financialplanning-summit.co.za

Quick Polls

QUESTION

Is relying on a primary home as a source of retirement equity still a viable strategy for South Africans?

ANSWER

Maybe, depends on location
No, too unpredictable
Not sure, 50-50
Yes, always
fanews magazine
FAnews November 2024 Get the latest issue of FAnews

This month's headlines

Understanding treaty reinsurance – and the factors that influence it
Insurance brokers: the PI scapegoat
Medical Schemes' average increases for 2025
AI is revolutionising insurance claims processing and fraud detection
Crypto arbitrage: exploring the opportunities and risks
Subscribe now