View more on these topics

Money Marketing Interactive Harrogate is back! Our top five picks

Keith Richards and Phil Young at MMI Harrogate 2017

After a record attendance for the London leg of our Money Marketing Interactive conference earlier this month, we are delighted to say that we will be returning to Harrogate in September.

After a hugely successful launch last year, we are escaping the London bubble once more to bring you a top day of insight and learning, with sessions spanning tax planning, pensions, platforms and more.

Our workshops are a unique opportunity for you to get involved in the discussions, and attendees can tailor their day to best suit their needs by choosing from six track sessions split between two content streams.

Here’s a few of the highlights on a must-see lineup:

1) How to decide on a fee structure

With a lazer focus on value for money from the regulator, advisers have a whole host of decisions to make about their charges. Is ad-valorem fair for clients? What fees are appropriate for which services? Darren Cooke and Gillian Cardy will take the stage to debate the issues.

2) Platforms: How to match the client with the provider

As platform consolidation continues apace and technological change is shaking up the market, Andrew Ashwood of Platforum and Kay Ingram of LEBC discuss which platform is right for which kind of clients and how advisers should be approaching due diligence.Sign up now for MMI Harrogate

3) Diversity in advice

Thanks to new legislation, the true extent of the gender pay gap at advisers and fund managers has been revealed. As the profession tries to improve its reputation, what can be done to encourage more women and ethnic minorities to get into financial planning?

4) Mobile working for advisers

Cost pressures are impacting advice firms up and down the country. Can remote tools help advisers become more efficient without sacrificing client engagement? NextGen Planners founder Rohan Sivajoti will be on hand for questions on what advisers can do to get the most out of working on the go.

5) How to measure attitude to risk?

Hear David Roberts, founder of the Harbour suitability system and fellow panellists explore how you should measure attitude to risk and the latest tools you need to know about.

Money Marketing Interactive is being held on 13 September at The Old Swan Harrogate

To join more than 120 advisers and register to secure your free place, click here 

You can also submit your questions for our speakers ahead of the conference using the Twitter hashtag #MMInteractive

Recommended

Money-Cash-Coins-GBP-Pounds-UK-700x450.jpg
97

How much are advisers charging for pension transfers?

Defined benefit pension transfer charges are being put under the microscope again as the regulator turns over more potential conflicts of interest. With the British Steel Pension Scheme the latest to dominate headlines and the FCA ready to interrogate further as it extends its review to include all firms authorised to give pension transfer advice, […]

9

SJP trainee adviser banned and fined for faking qualifications

A St James’s Place advice recruit has been fined and banned after he falsely claimed to hold CII qualifications. Former SJP trainee adviser Alexander Stuart has been ordered to pay a £34,000 fine by 28 September after telling senior supervisors at the firm that he was fully qualified to provide advice. According to the FCA […]

1

Are performance fees on absolute return funds justified?

Fund selectors have questioned whether performance fees on absolute return funds should be capped as new research reveals managers made hundreds of millions off investors in variable charges last year. An analysis of 15 of the largest funds in the Investment Association Targeted Absolute Return sector that have performance fees shows some charged more than […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment