Overview - Reforming financial advice

In early 2009, the Parliamentary Joint Committee on Corporations and Financial Services, or The Ripoll Inquiry, brought the Government and industry to focus on financial advice and products, and the importance of operating under ‘the best interest of clients’. It initiated a review of the regulatory regime to ensure that Australian investors have confidence in financial products and services.

This, along with the Super System Review, brings a strong focus on creating a truly consumer-centric superannuation system, with accessible financial advice and transparent products. These reforms will provide challenges but also opportunities.

Understanding how financial advice can be structured and governed to better engage and benefit members is a key concern for the industry. Now is the time to share best practice case studies to ensure your strategy is meeting your consumer needs.

This conference will bring together perspectives from key players to examine how partnerships can achieve a ‘cradle to grave’ approach for your members.

Learn how you can build strategies and frameworks to maximise out of reform, by hearing from leaders who are experts in; fee-for-service and transparency of payment structures, tailored solutions for consumers, consumer engagement, product transparency and retirement income solutions.

This conference will look at:

• Implementation of My Super and Choice Architecture
  
• Creating a robust, professional financial planning industry
  
• Improving scale and competition
  
• Product management and design
  
• Transitioning to fee-for-service models

What you will take away:

• Case studies providing best practice on governance
  structures
  
  
• Examples of effective planner remuneration models and how to
  present value proposition to your members
  
  
• Strategies in lifecycle planning to offer bespoke solutions for
  your members
  
  
• Tools to improve efficiency and reduce costs
  
  

View the conference agenda

Book early for the best rates & take advantage of group discounts

To register a group please call 1300 316 882 and we’ll coordinate your registration.