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Agenda
Registration and breakfast (9:00–9:30)
50 years of disruption (9:30–10:15)
Vanguard’s CEO, Salim Ramji, explores what the next 50 years holds for investors and how Vanguard intends to support advisers through a changing landscape.
Speaker: Salim Ramji, Vanguard CEO, hosted by Doug Abbott, Head of UK Client Group, Vanguard.Megatrends: Uncovering the truth beyond the noise (10:15–11:00)
Joe Davis, Vanguard Global Chief Economist, delves into the major forces – such as AI – likely to affect markets as well as transform the economy and society as a whole.
Speaker: Joe Davis, Global Chief Economist and Global Head of the Investment Strategy Group, Vanguard, hosted by Shaan Raithatha, Senior Economist & Strategist, Investement Strategy Group, Vanguard Europe.Coffee break (11:00–11:20)
Coffee and networking break.
From rules to results: How evolving regulations can boost your business (11:20–12:10)
The FCA is adapting its approach to the regulation of financial advice. We’ll explore this as an opportunity to strengthen your business with better outcomes for clients.
Speakers: Katy Hyams, Public Policy Director, UK, European Public Policy, Vanguard, Paul Feeney, CEO, Shackleton and Carol Knight, CEO, TISA, hosted by Matt Haigh, Business Development Manager, UK Client Group, Vanguard.Sustaining success: Building a resilient advice practice (12:10–13:00)
When confronted with change and uncertainty, financial advisers must deliver value to clients today while protecting the business from future risk. This panel session will draw on the expertise and direct experiences of industry leaders.
Speakers: Nick Davis, MPS offer and development, Vanguard Europe; Cathi Harrison, Founder & CEO, Verve; and Ian Dickinson, CEO, Lifetime, hosted by Tania Allerton, Head of UK Adviser Client Group, Vanguard.
Lunch (13:00–13:45)
Octopus Group: Adapting to succeed: The importance of meeting consumers’ evolving needs (13:45–14:30)
Octopus Group CEO and co-founder, Simon Rogerson and Jon Cleborne, Vanguard’s Head of Europe, discuss how aligning consumer and commercial objectives can futureproof your business proposition.
Speakers: Simon Rogerson, CEO, Octopus Group and Jon Cleborne, Managing Director, Vanguard Europe, hosted by Robyn Laidlaw, Head of Distribution, Vanguard Europe.Adviser’s Alpha: A partnership 25 years in the making (14:30–15:15)
We celebrate 25 years of Adviser’s Alpha and look at how technology, innovation and the democratisation of financial advice are likely to shape the future.
Speakers: Fran Kinniry, Head of Vanguard Investment Advisory Research Center and Warwick Bloore, Senior Specialist, Advisory Research Centre, Vanguard Europe.Coffee break (15:15–15:35)
Coffee and networking break.
Adviser's Alpha: Realising the emotional value of advice (15:35–16:20)
Research shows that clients increasingly value the emotional aspects of good financial advice. We offer guidance on best practices to help your clients achieve peace of mind through your services.
Speaker: Paulo Costa, Senior Behavioural Economist, Vanguard and Fabrizio Zumbo, Senior Specialist, Advisory Research Centre, Vanguard Europe.Closing remarks (16:20–16:30)
Speaker: Doug Abbott, Head of UK Client Group, Vanguard.
Networking (16:30–18:00)
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Check out the menu
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Celebrating 50 years of Vanguard
Vanguard AdVance also marks 50 years since Vanguard was founded. It serves as a tribute to the legacy of Jack Bogle, Vanguard’s founder.
His vision of lowering costs for investors continues to guide Vanguard's mission. We’ll reflect on his contributions and discuss how his principles remain relevant in today's rapidly changing market.