Outsourced Solutions for the Financial Advisor Market
As part of our ongoing commitment to delivering global best practice to the Irish Financial Advisor market one of the key themes we see evidenced globally is the added value that outsourcing brings to an Advisors business. With that in mind we are delighted to announce that we are hosting a seminar which addresses that topic – 'Outsourced Solutions for the Financial Advisor Market.'
New Investment Options available on Platform
The timing of the event coincides with the recent availability of a number of new SSGA funds on platform, and are therefore delighted that SSGA will present their views on the day. A reduced appetite for active strategies has encouraged further adoption of Smart Beta strategies, and Peter Smith of SSGA will detail how investors may target specific characteristics to improve the overall success of their investment portfolios.
EBI Portfolios – Evidence Based Investing
Due to extremely positive feedback following the launch of the Varius investment solution in the Irish market, Craig Burgess of EBI will talk about how advisers outsource their investment management to EBI Portfolios and the benefits to individual firms. Varius is an evidenced based globally diversified fund of funds offering tailored specifically to Irish Advisors and their clients. He will also show that through client segmentation and by having a robust scalable investment proposition you can make your business more profitable.
Mortgages – Outsourcing Opportunities for Financial Planners
Mortgages can be an important part of the financial planning process yet many advisors choose not to offer this service to their clients. Adam Dunne will talk about our mortgage outsourcing solution which is available to financial advisors. He assists financial advisors in dealing with all the major lenders in the Irish mortgage market, including KBC, PTSB, Haven, Ulster Bank and Pepper amongst others. Adam's close working relationship with underwriters ensures a seamless process for your clients, from application stage to drawdown. He will also identify the pertinent information that will enable an advisor to identify potential mortgage opportunities.