Riding the digital wave: are wealth platforms about to take off or wipe out?

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Date(s) - 14/05/14
7:30am - 9:00am


Ernst & Young
680 George Street

Every day we hear about new innovations in technology and how it will change the way we go about our lives. Smart phones, tablets and social media are already ensconced in daily routines and wearable devices and 3D printing are almost upon us.

Technology also supports Australia’s wealth managers to deliver financial advice to three million people every year, administer 20 million superannuation member accounts, and manage investments totalling $1.6 trillion on their behalf.

How then have wealth platforms responded technology innovation to better meet the needs of customers, trustees, administrators and asset managers? And, more importantly, are they at risk of becoming irrelevant in the face of smart technology in the hands of socially connected customers increasingly willing to entrust their data to the next Silicon Valley start-up?

A panel of leading wealth management practitioners will provide their perspectives on the future of wealth platforms at this ACFS breakfast session.

They include:

  • Jeroen Buwalda, EY Partner
  • Nick Sherry, Australia’s first Minister for Superannuation in 2007;
  • Ged Fitzpatrick, Senior Executive Leader, Investment Managers and Superannuation, ASIC
  • Andrew Bloore, CEO, SuperIQ
  • Linda Elkins, Executive General Manager, Colonial First State


MODERATED BY: Prof Deborah Ralston, Executive Director, Australian Centre for Financial Studies