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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AI - is it you or the algorithm?
Artificial intelligence is making rapid inroads into financial services. We are already seeing algorithms taking over the more basic levels of financial advice and they will increasingly be moving up the food-chain, from specific tasks, such as asset allocation, to fully-fledged turnkey solutions. How should client-facing firms adapt to the new model?
A Meeting of Minds Advisory Distributors - June 2018
Artificial IntelligenceBehavioursBrandDigitalEngagementExperienceFinancial AdvisoryOutsourcingSegementationTrainingTrends
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Behavioural finance- at look at investor decision making suitability and planning under stress
Behavioural finance- at look at investor decision making suitability and planning under stress
A Meeting of Minds - Winning Advisers North - 8 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients
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Behavioural Finance- at look at investor decision making suitability and planning under stress (s)
A Meeting of Minds - Winning Advisers South - 15 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients
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Intergenerational Wealth Planning
Many reasons such as DB transfers, property and longer life expectancy, mean that £5.5 trillion* will move hands in the UK between now and 2055. Savvy advisers need to start thinking today about how this shift in assets will affect their clients and their bottom line.
A Meeting of Minds Advisory Distributors - June 2018
AlternativesBehavioursEngagementEquitiesExperienceFinancial AdvisoryReputationalTrends
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The future of pensions
Few prepare for the unexpected but experience shows perhaps we should... Yesterday’s promises are increasingly expensive: the National Insurance Fund is predicted to breach its funding solution by 2032, but reforms have tended to be piecemeal and lacking in a clearly agreed long term objective. Customer experience in current retirement solutions is neither easy nor convenient and does not engage customers or equip them to make informed decisions. From buy outs and longevity, to member options and super funds, we look at how the pension landscape is changing. Technology in the retirement industry lags behind other sectors and the pressure to keep up with ongoing regulatory change has constrained innovation to create more affordable and sustainable solutions. What will pensions and savings policy look like for future generations? Will pensions even exist? “Doing nothing” is no longer an option and eventual collapse is inevitable without major reform.* *(Source: EY report – The future of retirement – A vision for pensions delivery.)
A Meeting of Minds Winning Advisers - October 2018
Advisory investment servicesAlternativesBehavioursDataEmerging MarketsFinancial AdvisoryTrends