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Huge opportunities from tech disruption, retirement and poaching!

In this Tape the CEOs talk about the opportunities for their businesses. The answers are relevant to all of us – financial advisers, fund managers even financial publishers.

There is an excitement to hear some of them talk about the money to be made for clients from backing  the global (tech) disrupters who are aggressive, investing heavily and challenging the incumbents who have traditionally dominated. Tremendous opportunity there.

The retirement space around the world is another huge opportunity, given the demise of (guaranteed) final salaries and the need for people to save.

But some CEOs question whether they or indeed the professionals in the savings industry are sufficiently trusted by investors.

What is our value proposition they ask? Is it good enough? The answer is that sometimes it is, but when it isn’t you get punished, mercilessly. Does this chime with wealth managers and new model advisers too?

And watch out for the cheeky CEO who says his biggest opportunity is from poaching good fund managers from some of the large firms in the room!

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