Forum to debate transitioning clients out of cash
With research suggesting one of the greatest challenges facing financial planners is recognising when to move clients from the safety of cash and back into the market, Money Management will next month bring the experts together to provide the appropriate guidance.
A thought leadership forum involving researchers and asset allocation experts such as Stephen van Eyk and Graham Rich will discuss not only the current market dynamics which have seen so many investors clinging to the safety of cash, but the signs advisers should recognise as being a precursor to greater market exposure.
The degree to which investor conservatism is continuing to impact the market was reinforced by this week's release of the latest Plan for Life data.
At the heart of the debate will be an assessment of the economic signals from both Europe and the US and how they should be interpreted in terms of positioning clients in 2013.
The forum will be a part of Money Management's Asset Allocation Seminar to be held on 16 October at Sydney's Dockside facility.
Click here for more information on the seminar.
Enquiries and bookings can be made to Samantha Conway on (02) 9422 8522 or via [email protected].
Recommended for you
Insignia Financial has issued a statement to the ASX regarding a potential bid from a third global private equity business to acquire the firm.
More than 30 advisers fell off the FAR during the Christmas and New Year period, according to Wealth Data, with half of these coming from licensee giant Entireti.
With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can work with younger generations to maintain a relationship.
The use of technology and data analytics will be a way for advice firms to grow in 2025, according to Adviser Ratings, with those who are using it successfully reporting 10 per cent higher profit margins.
