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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Building internal trust in AI with a phased approach
Facilitator: Caroline Burkart, Alpha FMC Expert: Joe Harris, Alpha FMC
28 November 2024WealthTech Matters The Business - November 2024
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RESPONDING TO THE CHANGING ECONOMIC LANDSCAPE (Session 2)
Expert & facilitator: John Lappin, journalist and consultant
24 October 2024Mortgage Meeting of Minds - 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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Empowering Advisers With AI For Efficiency, Speed, And Effectiveness
Expert and facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
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Help Your Clients Retire With Confidence By Powering Up Your CRP
Expert: George Pullar, Partnerships Development Manager, LV= Facilitator: Sam Shaw, journalist and consultant
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
advisersDecumulation marketFinancial AdvisoryRetirementRisktax
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Making The Right Decision When It Comes To Buying Or Selling A Business
Expert: Alex Canham, Partner, Corporate, Herrington Carmichael Facilitator: John Chapman, Director, Catalyst Partners
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
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Productivity Push – How technology can help advisers add value
Expert: Patrick Jones, Sales Director, Collidr Facilitator: Sharmil Patwa, Opus Una
04 July 2024WealthTech Matters The Adviser - July 2024
advisersAIInvestmentsproductivityTechnologyWealthTech Matters
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Relationship Advice – Evolving without sacrificing the human connection
Expert and facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
04 July 2024WealthTech Matters The Adviser - July 2024
advisersAIFinancial adviserRelationshipsTechnologyWealthTech Matters
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How technology should be used to ensure that data from fact finds and analysis can be used as evidence to prove good outcomes
Expert: Rob Tedder, Account Manager UK, Conquest Planner
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
advisersCash flowCommunicationDataIntegrated systemsParaplanning Community
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How to be more strategically involved with your financial planners
Expert: Katherine Harvey, Head of Progress, Melo
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
advisersClient ExperienceCommunicationParaplanningParaplanning CommunityTechnology
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Wealth Climbers – The family dynamics at play in the inter-gender wealth transfer
Expert: Peter Neufeld, Partner - Head of Digital Customer Experience, EMEIA, EY joined by Lynn Fay from the FCA Facilitator: Rupert Neville, Independent Consultant
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
advisersClient ExperienceCommunicationIntergenerationalWealth Management and Private BankingWealth Transfer
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Productivity Boost - The power of AI on processes
Expert: Rob Tedder, Account Manager UK at Conquest Planner Facilitator: Ben Wright, Director of Progress at Change Squared
09 November 2023WealthTech Matters The Business - November 2023