GET IN SHAPE ADVICE SUMMITS WRAPOn behalf of the co-hosts, a huge thank you to our speakers, marketplace stallholders and everyone that joined us at the Advice Summits. It was amazing to see so many of the advice community coming together and looking forward to the future of financial advice in New Zealand. The financial advice community made up three-quarters of the 1250 Delegates, across Wellington, Auckland, Christchurch and Dunedin. Attendees rated both the event and the session speakers at over 4 out of 5 stars. The Masterclass - 'Unlocking the Code' - was also a huge success with over 1000 delegates attending the optional session across the four venues. Watch the summit wrap video below to find out more, and if you missed the summit or want to refresh yourselves of the content, you can catch-up through the videos and presentations linked below. Find out more about the changes at navigatingregulation.co.nz, and don't forget, the deadline for transitional licencing for the new financial advice regime is 29 June 2020. Following the event, the FMA and Companies Office have provided some FAQ to support advisers, as well as useful links and resources. |
Regulatory change in the spotlight This panel, chaired by Trisha Edmonds, investigated the legislation and regulations and the panelists gave practical advice about how to get transitional licences. |
In the spotlight with financial advice business owners Chaired by Russell Hutchinson, delegates heard directly from financial advice businesses on how best to position and identify the right business model, success stories from the industry and how they have transitioned to the new regime. |
What's in store for 2020? Led by Andrew Inwood of Core Data, this session was a global and local outlook, and included insight into financial advice legislation from across the globe. The presentation was followed by a panel discussion and Q&A. View presentation |
Arrival and morning coffee in the MarketplaceMeet other Financial Advisers and visit providers that can give you practical hints and tips on getting ready for the changes in the Marketplace. |
Open and welcomeIntroduction and setting the scene, 'Get In Shape' for 29 June 2020. |
SESSION 1: Regulatory change in the spotlightHear directly from the key players driving, leading and shaping the new regulations in the first panel, followed by Q&A: |
SESSION 2: In the spotlight with financial advice business ownersHear directly from financial advice businesses:
|
Refreshments in the Marketplace |
SESSION 3: What's in store for 2020?With a focus on global and local investment and political outlook including predictions for 2020, followed by a panel discussion and Q&A. |
Summit close and one last visit to the MarketplaceOne more opportunity to visit the marketplace and get the advice you need. |
OPTIONAL
This masterclass provides you with a lens to view your obligations as a financial adviser and take a practical approach to embed changes in advice processes – that has better client outcomes and foster their relationship with you - their trusted adviser. |