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IBF Connect (Financial Planning) 2015

"Trends and Emerging Challenges for the Financial Planning Industry 2016"

1 December 2015

In this session, we were privileged to have speakers and panellists from AIA, Citibank Singapore, Professional Investment Advisory Services Pte Ltd (PIAS), PwC Singapore, and Rockwills Group.

The IBF Connect is a series of industry specific seminars to gather the financial community to discuss issues in a closed-door forum. The event aims to promote industry best practices and facilitate discussion on industry trends and developments.

To be part of such events in the future, please email events@ibf.org.sg

IBF Connect (Financial Planning) 2015

"Trends and Emerging Challenges for the Financial Planning Industry 2016"

Time Activity
2.00pm

Opening Address
Rachie Hui, Deputy CEO
The Institute of Banking & Finance (IBF)

 

Presentation on The experience economy: how technology will reimagine the financial services industry by Iker Ibanez, South East Asia Digital Services Leader, PwC Singapore

The financial services industry is being disrupted by new entrants from other industries, particularly FinTech companies that are making a sophisticated use of technology to create unique Customer Experiences. Iker will share on:
The disruption taking place in the industry and market trends around the region
Outside-in thinking approach to help Financial Services Industry envision and create the experiences their customers expect and how to stand out in this disrupted space
Concrete examples of technology capabilities (analytics, robo-advisory, etc.) that empower these Digital Experiences

 

Presentation on Regulatory Trends and its Impact on the Financial Planning Industry by Lee Chiwi, CEO, Rockwills Group

Regulations and trends impacting the financial planning industry especially from the estate planning front. How should FA Representatives engage in estate planning for clients? This include up and rising developments such as:
Succession planning in family business
Charitable giving
Planning the disabled next of kin
Cross national estate planning
Mental incapacity and LPAs
Other upcoming trends in the space of estate planning and trusts

 

Panel Q&A - "Trends and Emerging Challenges for the Financial Planning Industry 2016"

Stafford Neil, Relationship Manager, Financial Services, PwC Singapore (Moderator)
Charles Wong, Head of Retail Banking, Citibank Singapore
Iker Ibanez, South East Asia Digital Services Leader, PwC Singapore
Lee Chiwi, CEO, Rockwills Group
Winson Yap, Chief Distribution Officer, Professional Investment Advisory Services Pte Ltd (PIAS)
Wong Sze Keed, Chief Agency Officer, AIA

6.00pm

End of Seminar

IBF Connect (Financial Planning) 2015

"Trends and Emerging Challenges for the Financial Planning Industry 2016"

1 December 2015

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IBF Connect (Financial Planning) 2015

"Trends and Emerging Challenges for the Financial Planning Industry 2016"

1 December 2015

Rockwill Group's Presentation

 

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