Tuesday 10th May, 2016
1:15pm to 2:00pm
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.
Senior Financial Planner and Branch Manager, ASSANTE CAPITAL MANAGEMENT LTD.
Senior Wealth Manager, SCOTIA WEALTH MANAGEMENT
Financial Advisor, SUN LIFE FINANCIAL
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