Defaqto will explore the multi-asset versus MPS conundrum facing Advisers. With unparalleled insight and data coverage of the MPS arena, Defaqto will provide impartial analysis of both MPS activity and Adviser behaviour over the past several years. Sharing insight into the most frequently used search criteria from their Adviser platform ‘Engage, alongside the most commonly recommended solutions and key market trends.

A cyber-attack is one of the biggest concerns and costs to an adviser business, with disruption to business, stolen client data, and reputational damage at stake. Stay on top of this ever-evolving threat and develop strategies that will protect your clients and business.

Attend 35 minute boardroom sessions over the two days of the conference with leading players including Albemarle Street Partners, Benchmark Capital, Clever Investment Management, Orbis Investments and Quilter.

Quilter - Do passive multi-asset solutions exist?

We will be looking at multi-asset solutions and how these can be constructed using passive instruments. Even if you are an advocate of passive investing, many of the benefits of this approach are based on active decisions. For example: the asset allocation process, the passive instruments that are used, and how (or if) portfolios are rebalanced. Each of these decisions has an impact on the outcome for investors. In our session, we will consider three commonly used approaches and evaluate the pros and cons of each.

Learning outcomes:

• Understand how multi-asset solutions can be constructed using passive instruments
• Identify the importance of active decisions in passive investing
• Evaluate the pros and cons of three commonly used approaches in constructing multi-asset solutions

Speaker: Andrew Miller, Lead Investment Director, Quilter

Attend 35 minute boardroom sessions over the two days of the conference with leading players including Albemarle Street Partners, Benchmark Capital, Clever Investment Management, Orbis Investments and Quilter.

Join our business leaders as we explore the complexities of equipping and future-proofing a thriving financial advice practice.

• Attracting and retaining talent: Exploring strategies to attract the best talent and retain them in a competitive market.
• Engaging with the next generation of clients: Learn how to connect with and meet the expectations of younger clients.
• Selecting, integrating, and keeping up with technological advancements: Discover how to choose and implement the right technologies to stay ahead.
• Ensuring compliance in an ever-changing regulatory landscape: Understand how to remain compliant and thrive amidst evolving regulations.
  

Cogs and wheels, engines and thought processes, they interact and affect each other. In the recent update publication from the Regulator on Price and Value (September 2024) it was stated

“ It is important not to consider the price and value outcome in isolation. It should be considered alongside the other outcomes and cross-cutting obligations under the Consumer Duty”

How can a firm connect up charging structures, CIPs, CRPs, platform delivery, investments strategies, and PROD in an easy way and be able to use this productively within their business?

These interactions can be complex, there’s a lot of moving parts, for instance how does your choice of investment selection affect aggregate charging, and does this charge therefore represent fair value, if it does how do you consider the most appropriate financial instruments to use with your selected target market and what tools do you used to make that choice and are they fully researched with adequate due diligence?

Then there are the new innovated solutions that address issues such as the advice gap and intergenerational wealth. How do you build that into a proposition?

How do you align acquisitions into your business to ensure unity? And how can you easily and effectively convey that to interested third parties, such as the regulator?

But that’s only one aspect, more importantly how can you harness it, so it becomes a valuable business tool and not just a regulatory exercise. This is The Everything Model.

In this session we will explore the issues in such as complex area and what the Model could look like, you’re all individual so each Model will be unique to you. The session will provide you with useful pointers and a basic framework to get you building your Model if you choose to do so.

Attend 35 minute boardroom sessions over the two days of the conference with leading players including Albemarle Street Partners, Benchmark Capital, Clever Investment Management, Orbis Investments and Quilter.