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.
This session looked at goal-based planning and how it can be delivered across the client spectrum in a cost-efficient manner, explored some of the challenges and allowed participants to share ideas around best practice.
24 September 2020WealthTech Matters - The Adviser
On the basis that you should never "let a good crisis go to waste", the best opportunity to really demonstrate your value is at a time of market uphea
On the basis that you should never "let a good crisis go to waste", the best opportunity to really demonstrate your value is at a time of market upheaval so did you provide value for money? Both the FCA and your clients want to know.
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
Even before Covid there were tremendous cost income pressures – we have barely touched the tip of the iceberg of some of the likely influences that will enhance these pressures – Mifid II increased transparency for fees, and we haven’t even seen the full outcome of that yet. As an industry – despite what we say about brand and client service, we have a problem with lack of differentiation – are products innovative? In many cases, they are par for the course. Some firms have been stagnant in terms of organic growth – the response to the Owen James scene-setter survey shows firms are concerned about client acquisition as one of the key focus areas. And now in the Covid world, nothing has fundamentally changed – yes, we have got a little better with some digital engagement with clients, and some implementations have accelerated, but the needs of firms and clients have not changed.
MA - The Outlook. A consideration of the opportunities and activity during and following the pandemic
Are you providing “Value for Money?” This is an area of growing regulatory interest. How do you go about creating a consistent framework to assess
Asset management should work together to agree a consistent framework to understand and interpret value for money. At present, there is a lot of confusion and many interpretations about the concept.