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.
Expert: Sebastian Schusman Facilitator: Ben MacGregor
Expert: Howard Barber Facilitator: Lucian Camp
Expert: Chris Shaw, Dundas Consulting Ltd Facilitator: Roderic Rennison: Catalyst Partners Ltd
Facilitator: Martyn Laverick Expert: Barry Neilson
Actionable Insights. How to use the right data at the right time to power the adviser/customer relationship.
Expert: Caroline Clarkson-Lund, VouchedFor. Facilitator: Alex Whitson
14 June 2022WealthTech Matters The Adviser - June 2022