by Rick Headrick
How well do you really know your clients? Seismic shifts across the financial services landscape demand a 360o view of investors in this country. Examine how maintaining a laser focus on your current and future clients will drive success through even the toughest industry changes.
Rejuvenate your firm’s value proposition with a client-centric attitude.
by Ralf Hensel, Karen McGuiness, Marsha Gerhart and Raymond Chan
Hear from the top industry regulators and associations on their focus now and in the coming months. Anticipate how your firm should best respond to regulatory changes with insights on:
-Updates on initiatives underway
-Industry feedback and collaboration
Stay on top of future regulatory changes and their impacts on your business.
Interact with conference speakers and fellow attendees. Secure important new business contacts.
by Atul Tiwari
ETF in Canada grew roughly 16% from a year earlier, sitting at $85 billion as of Aug. 31, 2015. With more convergence between mutual fund and ETF providers, what will this mean? Develop a winning playbook to grow your product shelf and business. Take away insights and updates on:
-New entrants and product trends
-Distribution channels; MFDA member access
-Future outlook and implications to ecosystem
ETFS are fast growing and gaining recognition, hone your strategy to become a market leader.
by Jonathan Georges
The emergence of automated investment services is shaking up the industry. Add-value to your partners by embracing robo-advising and help your firm stay competitive. Source strategies to:
-Complement your existing distribution network
-Support more efficient books of business
-Create Millennial client-incubator
Integrate automated investment services into your business model to help you stay competitive and grow.
Join the conference speakers and your peers for a relaxing luncheon.
by Tina Tehranchian, Susan Le Roy and Tim Kelly
Advisors are grappling with a host of challenges, much like the rest of the fund industry. As a key partner, align your people, products and processes to enable advisor success. Hear directly on their challenges and potential implications:
-Retaining and growing clients
-Choosing from available products
-Navigating technology trends
Take away insights to better support your advisors in the era of greater transparency, disclosure and disruption.
by Fred Pinto
According to the 2015 World Wealth Report, the HNW population is Canada is roughly 331,000 at $1 trillion US. Tap into the current trends within this niche segment to inform your business, product and sales strategy. Take away crucial intelligence on:
-Building long-lasting relationships with key stakeholders and centers of influence
-Responsible investing: allowing investors to “do well by doing good”
-Adapting advisory practice to the needs of wealthy investors
Identify the ingredients to effectively win HNW investors and advisors.
As a response to the shift to fee-based model, a new method of investment vehicle has been launched. Assess the implications of new product types to your business and plan your next steps accordingly. Get the in’s and out’s on:
-Types of features offered
-Response by investors and advisors
Explore alternative products to facilitate trading and make your products more competitive.
by Bernard Letendre, Raj Laia and Annamaria Testani
On average, Canadian households have grown in wealth over the past decade. Stimulate your thinking on growth areas for your business. Don’t miss this dynamic discussion with industry leaders:
-Product trends and opportunities
-Innovative service delivery models
-Customer acquisition and retention tactics
Anticipate the future of your business and role with big-thinking ideas.
by Carol Lynde
For the past 20 years, the growth and complexity of the investment industry has resulted in increased regulation and investor uncertainty. Be inspired on how we can apply lessons from technologies and disruptors to build a better future for our investors and ourselves. Take away insights on:
-Industry collaboration with regulators
-The many faces of advice
-Investor-friendly disclosure & the “fitbit phenomenon”
Discover the many ways we can bring change to the industry -- before others do it for us.
by Michael Katchen
Representing the next growth area and opportunity, Millennials are unlike any generations before. Apply innovative ideas to build engagement and nurture relationships for the years to come. Get inspired by Wealthsimple’s approach:
-Identify the best ways to reach and engage
-Offer services and solutions to meet their needs
-Design products that resonate
Prepare your business to meet the needs of Millennials, the next growth area.
by Jeff Duckworth
More than half of the top 30 mutual fund companies in the US had sales decline in 2014 and 2015 and 11 of them were in net redemptions. Find out how John Hancock Investments has managed to set new records each of the last three years and take away strategies for:
-Narrowing focus to drive better results
-Rallying an organization behind a common goal
-Creating value in a world of sameness
Explore winning approaches from the US to improve your business.
by John De Goey
Regulatory change is now rampant. The province of Ontario is looking to regulate who can call themselves a financial planner, the OSC has announced substantial changes regarding embedded compensation, and the launch of CRM II is upon us. Find out how your firm can evolve to meet the changing demands of the industry and stay ahead of the competition. Identify ways to:
-Foster and maintain investor trust
-Reinvent your product offerings
-Refine best practices
Discover how your firm can turn these developments into positive, lasting ways of doing business.
by John Guttormson, Nicholas Walstrom and Allan Seychuck
"Best Practices to Grow Your Product Shelf, Meet Market Demands and Stimulate Growth"
Competition remains fierce and plenty in the Canadian fund space. Develop a healthy product pipeline at your firm to remain competitive. Dive deep with a select panel of industry leaders:
-Proven winners – what’s working
-Future opportunities – what and why
-Insights from the US – what can we learn
Grow your sales with a product lineup that speaks to investor and advisor needs.
by Mark Pinto, Tina Tehranchian and Brian Ziedenberg
"Views from the Nexus of Fund Distribution: Differentiators and Strategies for Successful Partnerships"
Strategic alliances and relationships are key to fund distribution. Position your firm as a partner of choice and grow together for mutual benefits. Get direct insights on:
-Feedback to fund providers on products and sales
-Marketing support and tools for advisors and investors
-Future of advisor networks and implications
Better understand how you can support dealer/brokers and build win-win relationships.
by Robert Anton, Michael Burns and Roland Austrup
Hedge funds retailers are struggling to survive in the Canadian marketplace, and the Ontario Securities Commission is expected to have announcements regarding liquid alts (N81-104) in 2016. Get comprehensive intelligence to prepare your business for the next battleground. Take away a roadmap on:
-How do you manage trading?
-How do brokers feel about it?
-How does the product stack up?
-What are the opportunities for success?
Determine the right strategies to position your firm, products, sales and distribution.
10th–11th May 2016