After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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How businesses need to prepare for the clients of the future – session 2
Facilitator: Rod Bryson, TATA Consultancy Services Expert: James Holmes, SECCL
28 November 2024WealthTech Matters The Business - November 2024
generationalGoals-based planningRegulationWealth managementWealth TransferWealthTech Matters
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The opportunities and challenges of integrated AI solutions
Facilitator: Brod Whiting, JoyndUp Expert: Elemi Atigolo, Consult Venture Partners
28 November 2024WealthTech Matters The Business - November 2024
AIDigital SolutionsIntegrationRegulationThird-partyWealthTech Matters
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Business Pressures – cost cutting with technological innovation
Expert: Matthew Baldwin Facilitator: Sven Kuonen
07 November 2024WealthTech Matters Switzerland - November 2024
AIcostIntegrated systemsRegulationTechnologyWealthTech Matters
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Safe Haven – Harvesting the digital assets opportunity
Expert and Facilitator: Ivan Schouker
07 November 2024WealthTech Matters Switzerland - November 2024
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Taking stock of the active manager landscape and evaluating talent
Expert: Brian Aherns, PGIM Facilitator: Ralph Jackson
17 October 2024A Meeting of Minds Gatekeepers - October 2024
AIESGGatekeepersPerformanceRegulationTalent
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The AI Hype Cycle: Where are we now?
Expert: Varun Rajwanshi, Senior Vice President, Research Analyst, Lazard Facilitator: Rupert Phelps
17 October 2024A Meeting of Minds Gatekeepers - October 2024
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Why is adoption of MPS solutions growing so rapidly with advisers?
Expert: Andy Parsons, Insight Manager (Funds and DFM), Defaqto Facilitator: Matthew Lonsdale, Director, Davies Group
17 October 2024A Meeting of Minds Gatekeepers - October 2024
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Ensuring Compliance With The FCA's Sustainability Disclosure And Labelling Regime
Expert: Neil Hill, Partner - Head of Adviser Team, Tribe Impact Capital Facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
FCAFinancial AdvisoryInvestmentsPerformanceRegulationsustainable
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The Increasing Regulatory Demands And The Impact Of The Consumer Duty
Experts: Nick Hulme, Michael Lawrence, and Keith Richards Facilitator: Michael Lawrence
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
AdviceClientConsumer DutyFinancial AdvisorygenerationalRegulation
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Guaranteed retirement income: Stability vs flexibility? How do we get the pension portfolio mix right for clients? (Session 1)
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life Facilitator: John Lappin, Consultant
25 September 2024Retirement Matters - September 2024
Digital SolutionsDiversificationPortfoliosRegulationRetirementretirement income
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Guaranteed retirement income: Stability vs flexibility? How do we get the pension portfolio mix right for clients? (Session 2)
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life Facilitator: John Lappin, Consultant
25 September 2024Retirement Matters - September 2024
AnnuitiesFlexibilityInterestRegulationRetirementretirement income
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What your clients are too smart to know – and how the regulator thinks you should handle that. (Session 1)
Experts: Ali Crossley, Managing Director, Distribution - L&G Retail; Cecilia Furner, Director of Distribution for Retail Annuities – Legal & General; Keith Richards, CEO Consumer Duty Alliance and Personal Finance Society Facilitator: Gilly Green, Business Adviser and Mentor, Director, FoxRed Insight
25 September 2024Retirement Matters - September 2024
Cash flowFCARegulationRetirementRetirement PlanningSegmentation