Panel: Changing the Politics of Distribution

Описание к видео Panel: Changing the Politics of Distribution

The shifting dynamics of ownership and licensing in the financial product market are giving rise to a new and exciting environment for intermediary distribution.


This interactive session will:

• Provide an essential update on the composition of the financial planning market and the rise of new and hard-to-reach independent dealer groups
• Provide strategies for getting onto approved product lists and
negotiating distribution deals in the post-FOFA world
• Dissect the managed account debate and the off-platform trend
• Share rare insights into the wants and needs of financial advice businesses at the licensee level and advisers at the coalface.


Moderated by: Aleks Vickovich, Editor, ifa

Panellists:
Peter Johnston, Executive director, AIOFP
Steve Prendeville, Director, Forte Asset Solutions
Claire Wivell Plater, Managing director, The Fold
Leng Yeow, Co-founder, Collaborative Media & Publishing


http://www.masterfundsconference.com.au
http://www.investordaily.com.au
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