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.
-
Navigating Volatility - Leveraging technology to build trust and loyalty
Expert: Divakar Padmanathan, Director, Alpha FMC Facilitator: Caroline Burkart, Alpha FMC
04 July 2024WealthTech Matters The Adviser - July 2024
CommunicationDataPerformanceRegulatory IssuesTechnologyWealthTech Matters
-
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
-
Delicate Balance - Why Risk Managed Solutions are Good for Both Your Clients and Your Business
Expert: George Pullar, Partnerships Development Manager, LV= Facilitator: Sam Shaw, Journalist and Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
CommunicationFinancial AdvisoryRegulatory IssuesRetirementRiskTechnology
-
Here to Serve - How to be all things to all people
Expert: William Rouse, UK Client Success and Sales Director, Avaloq Facilitator: Gilly Green (FoxRed Insight)
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CommunicationDatadiversityFinancial servicesTechnologyWealth Management and Private Banking
-
Meeting Expectations – How technology can help with regulatory requirements
Expert: Chris Jones, Proposition Director at Dynamic Planner Facilitator: Stephen Wall, Founder of The Wealth Mosaic
09 November 2023WealthTech Matters The Business - November 2023
CommunicationConsumer DutyDataRegulationTechnologyWealthTech Matters
-
Leveraging the tech to communicate with your clients
Expert and facilitator: Mike Johnstone, Director, TOMD (The Outsourced Marketing Department Limited)
17 October 2023New for 2023! Retirement Matters - October 2023
AIClientCommunicationDataRetirementTechnology
-
Cost & Benefits – Leveraging technology to transform client-adviser communications
Expert: Luc Haldimann, Co-Founder and CEO of Unblu Facilitator: Blaise Cardozo, Director of Sionic
28 June 2023WealthTech Matters The Adviser - June 2023
CommunicationcompliancecostIntegrationTechnologyWealthTech Matters
-
If data is the new gold, how can wealth managers find the key to the treasure chest?
Expert: William Rouse, Wealth Dynamix. Facilitator: Stephen Wall, The Wealth Mosaic
11 November 2021WealthTech Matters - The Business 11 November 2021
Business developmentClient Data ManagementCommunicationDigital SolutionsExperienceJourneyMindful ofOnboardingOpen BankingRelationshipsRiskTechnologyYour businessYour clients
-
The Wealth of Families, Has the Pandemic Prompted Further Consideration?
Expert: Jon Hogg, Retirement Specialist and Tom Hawkins, Regional Manager, Facilitator: Martyn Laverick from Paul Harper M&A
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientClient acquisitionCommunicationCustomerEngagementFinancial adviserFinancial AdvisoryFinancial EducationFinancial servicesIntergenerationalOnboardingTechnologyWealthWealth TransferWealth Transfer Generation Gap
-
The robots might be coming… but they’d better be ready for a fight!
Expert: Antony Bream, MD UK & Americas, Wealth Dynamix Facilitator: Stephen Wall, The Wealth Mosaic
17 June 2021WealthTech Matters The Adviser 17 June 2021
Artificial IntelligenceBehavioursClientClient Data ManagementClient ExperienceCommunicationCOVIDDataDigitalDigital platformDigitalisationFront OfficeManagement InformationMindful ofMobileroboTechTech futuresTechnology
-
RECRUIT, TRAIN, KEEP
Experts: Rachel Collins, Director, Financial Services, People Advisory Services, EY and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Business ModelClientCommunicationCOVIDCulturediversityEmployeeEmployee engagementEmploymentHybridleadershipPrivate BankingRecruitmentremote workingRetentionTechnologyTrainingWealth Management and Private BankingYour business
-
How has Covid impacted your business? What trends and opportunities can we identify from a global peer set?
How has Covid impacted your business? What trends and opportunities can we identify from a global peer set?
A Meeting of Minds - Advisory Distributors - 26 November 2020
CommunicationCOVIDDigitalisationEmployee engagementExperienceFinancial AdvisoryGrowthproductivityTechnology