Section 1
ANALYSING THE DEVELOPMENTS IN THE RETAIL INVESTMENT SECTOR & BRAND AWARENESS
Roundtable debate: What impact is the RDR & changes in distribution channels having on investors’ choices?
Moderator:
- Confirmed: Noel Hillmann, Managing Director, Clear Path Analysis
Panellists:
- Confirmed: Ian Hudson, Owner, Hudson Green & Associates
- Confirmed: Mike Trelogan, Financial Planner, Brewin Dolphin
- Confirmed: John Kendall, Independent Financial Advisor, Lighthouse Financial Advice
White paper: Brand awareness strategy: standing out in the retail investment crowd
- Confirmed: Martin Bamford, Managing Director, Informed Choice
Section 2
SPECIAL EXPERT DEBATE: HOW EXOTIC IS TOO EXOTIC: HOW CAN ADVISORS APPROACH THE ISSUE OF ALTERNATIVE ALTERNATIVES, OR ARE THE RISKS TOO GREAT TO VENTURE THAT FAR?
Moderator:
- Confirmed: Nyree Stewart, Deputy Features Editor, Investment Adviser
Panellists:
- Confirmed: Robert Curwen-Reed, Owner, Rock Independent Financial Advice
- Confirmed: Steve Doe, Independent Financial Advisor, Oval Financial Services
Section 3
SPECIAL WHITE PAPER: WHAT IMPACT WILL THE SHIFT FROM IFA COMMISSIONS TO FEES HAVE ON RETAIL INVESTMENTS?
- Confirmed: Jaskarn Pawar, Director, Investor Profile
Section 4
SPECIAL ROUNDTABLE: WHO IS THE FINGER POINTED AT WHEN INVESTMENTS GO SOUR?
This panel examines who should be held responsible for bad investments and to what extent it is their responsibility
Moderator:
- Confirmed: Chido Tagarira, Publisher, Clear Path Analysis
Panellists:
- Confirmed: Colin Jackson, Director, Baronworth Investment Services
- Confirmed: Patrick Connolly, Head of Communications, AWD Chase De Vere
- Confirmed: Paul Nedas, Chief Executive Officer, Financial Advice Liability