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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The Human Touch. Hybrid advice, technology and the role of the adviser
Expert: Chris Shaw, Dundas Consultants. Facilitator: Chris Baigent-Reed
14 June 2022WealthTech Matters The Adviser - June 2022
AdviceClientFinancial adviserHybridMindful ofTechnologyvalue
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Retirement drawdown. Delivering better client outcomes through technology
Expert: Paul Hogg, Senior Business Development Manager at EV. Facilitator: Joseph Marti, Associate Director, Alpha FMC
10 March 2022WealthTech Matters The Client - March 2022
AdviceClient ExperienceConsumerMindful ofPensionPension adviceTechnology
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The Changing Adviser Platform Market
Expert: Daniel, Head of Customer, Seccl Technology Facilitator: Philip Biber, Sionic
17 June 2021WealthTech Matters The Adviser 17 June 2021
AdviceArtificial IntelligenceBack OfficeBack OfficeBig DataMindful ofPlatform providersproductivityremote workingresilienceTechnology