COVID-19 and the Financial Planning Profession: Disruptor, Catalyst or Both?




moderator

 Gerhardt Meyer, CFP, Chairperson, FPSB Board of Directors  14:00h UTC Virtual Panel Session

bio

Gerhardt Meyer, CFP, is Head of Governance for the Wealth Division of Old Mutual South Africa. He is responsible for a national team of legal advisors, based across South Africa, who provide legal support across both the “back office” and “client-facing” parts of the business. He has been a member of various South African and international industry bodies and committees and is a past Chairperson of the Financial Planning Institute of Southern Africa (FPI), FPSB's South African Affiliate.

Mr. Meyer previously held the positions of National President of the Pension Lawyers Association of South Africa, Vice-Chairperson of the FPI and Chairperson of the FPI’s Tax Committee. He has a BCom degree and an LLB degree from Stellenbosch University, is a CERTIFIED FINANCIAL PLANNER professional and an Advocate of the High Court of South Africa. He is also FPSB's 2019-20 Board of Directors Chairperson.

  


panelist

 David Blanchett, PhD, CFA, CFP, Head of Retirement Research, Morningstar Investment Management LLC 14:00h UTC Virtual Panel Session

bio

David M. Blanchett, PhD, CFA, CFP, is Head of Retirement Research for Morningstar Investment Management LLC. In this role, he helps develop and maintain methodologies relating to wealth forecasting, general financial planning, automated investment selection and portfolio assignment for Morningstar Investment Management LLC. Prior to joining Morningstar, he was the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company. He has published over 100 papers in a variety of industry and academic journals. His research has received best paper awards from the Academy of Financial Services (2017), the CFP Board (2017), the Financial Analysts Journal (2015), the Journal of Financial Planning (2007, 2014, 2015, 2019) and the Retirement Management Journal (2012). 

He is currently an adjunct professor of Wealth Management at The American College, an Expert Panelist for the Wall Street Journal, a member of the Executive Committee for the Defined Contribution Institutional Investment Association (DCIIA), and a member of the ERISA Advisory Council. In 2014, InvestmentNews included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry, and that same year, Money magazine named him one of the brightest minds in retirement planning. He holds a bachelor’s degree in Finance and Economics from the University of Kentucky, a master’s degree in Financial Services from The American College, a master’s degree in Business Administration from the University of Chicago Booth School of Business and a doctorate in Personal Financial Planning from Texas Tech University. When Mr. Blanchett isn’t working, he’s probably out for a jog, playing with his four kids or rooting for the Kentucky Wildcats.

  



Panelist

 Ian Pickford, CFP, Head of Financial Planning and Wealth Management, Mazars UK 14:00h UTC Virtual Panel Session

BIO

Ian Pickford, CFP, is Head of Financial Planning and Wealth Management at Mazars in the UK. He has been with the firm for over 20 years, advising high-net-worth individuals and entrepreneurial businesses on building and managing their wealth, investments, pensions and retirement counselling. In particular, he works with owners of businesses who are preparing their businesses for sale and planning their life post-sale. Ian has been an independent financial advisor since 1990, working solely in accountancy practices. He is a CERTIFIED FINANCIAL PLANNER professional, and a member of the ICAEW’s Financial Planning and Retail Distribution Committee.

Mr. Pickford’s leadership of the financial planning business has seen it win a number of awards for quality, service and its marketing-leading graduate training scheme. The team has the current Planner and Paraplanner of the Year in the UK, and was independently assessed by the Financial Times in 2019 to be one of the top three financial planning firms in the UK.

  



panelist

José Alexandre Cavalcanti Vasco, Director, Office of Investor Protection and Assistance, Comissão de Valores Mobiliários (CVM) 14:00h UTC Virtual Panel Session

bio

José Alexandre Cavalcanti Vasco joined CVM in 1997 when he was assigned to work at the Enforcement Office. In 2001, he became Director of CVM's Administrative/Financial Office, and in 2005, Mr. Vasco became the Director of the Investor Protection and Assistance Office, a position he continues to hold today. Mr. Vasco is Chairman of IOSCO Committee 8, and also a member of the G20/OECD Task Force on Financial Consumer Protection.

Over the course of his career, Mr. Vasco has helped launch numerous financial literacy programs and initiatives that have streamlined and made more accessible investor education in Brazil. These include the Advisory Committee of Education, launched in 2006, to bring together the major representative bodies of the Brazilian capital markets to spearhead educational projects for investors, journalists, professors and judges; the CVM's new investor portal, which has become an essential online resource; and the CVM's new social media brand on Twitter, Facebook, YouTube and LinkedIn. He led the working group that drafted the Brazilian National Strategy for Financial Education (ENEF) and the Brazilian Financial Education in Schools pilot project. In 2014, he coordinated the committee that organized the first Money Week in Brazil, an ENEF initiative. His office also designed the CVM’s Behavioral Sciences Advisory Board, a panel that gathers together psychologists, neuroscientists, anthropologists, designers and educators to deliver scientific advice for CVM policymakers in the areas of investor and financial education.

Mr. Vasco earned a bachelor's degree in Logistics in 1990 from the Brazilian Naval Academy, a bachelor's degree in Law from Rio de Janeiro State University in 2001 and two master's degrees: one in Business Administration from the Fundação Getúlio, and a second in Science in Law from Rio de Janeiro State University in 2007.