A versatile digital program was offered with eight lectures and two panel discussions, nine lean coffees and 19 fine breaks. Gabriel Schandl provided additional motivation as the keynote speaker on the subject of performance satisfaction. The focus was on modern investment concepts, investment opportunities in global macro trends, challenges for future pension management and innovative insurance solutions with a focus on cybercrime for small and medium-sized companies. In particular, the subject of sustainability and how this can be integrated into modern financial planning ran like a common thread through the large number of lectures and panel discussions. A highlight was the presentation of the first results of the financial control by Alexis Johann, CEO of FehrAdvice & Partners AG. With their knowledge in the field of behavioral financing and behavioral patterns, Austrian men and women were asked what prevents them from making financial provisions for their own future. The results as well as the financial control flow into future pension advice and make it possible for the financial planners to provide even more individual advice for a self-determined life with the customers.
“Swiss Life Select ̵
For the eighth time, the “Swiss Life Select Service Awards” were presented at the Financial Planner Digital Forum. This time Swiss Life AG is in the “Pension” category and C&P Immobilien AG is in the “Investment” category.