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 Science of Financial Attention
The science of financial attention is the emerging discipline arising from the convergence of digital data, psychology and experimental science. As the relationship between individuals and financial institutions becomes digitised, utilising client data to revolutionise the client journey, contextualising client data and explaining factors that are pertinent to their investments is key to client engagement.
10 July 2017A Meeting of Minds Wealth Management and Private Banking - November 2017
AsiaBack OfficeBehavioursBig DataData ScienceDigitalEngagementEUEuropeExperienceJourneyMass AffluentMobileOnboardingRecruitmentSegementationTrainingTrendsUKWealth Management and Private Banking
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AN OVERVIEW OF THE CHANGING SHAPE OF THE ‘IFA’ WORLD AND THE COMMERCIAL OPPORTUNITY IT OFFERS WEALTH MANAGEMENT
Against the backdrop of RDR, Brexit and a substantial shift towards outsourcing investment offerings and passive investments, the IFA community is undergoing a period of intense change. There is therefore a tectonic shift in the products that advisors require from wealth managers. It is imperative that wealth management understand and adapt their products and services to reflect these changes and ensure they extrapolate the commercial opportunities these present.
A Meeting of Minds Wealth Management and Private Banking - November 2017
BrandCorporate GovernanceEngagementEUEuropeHNWIJourneyMass AffluentOnboardingOutsourcingReputationalSegementationTrainingUKWealth Management and Private Banking
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The future of work in the advice market space
As the client demographic shifts, recruiting, retaining and motivating your workforce is essential to business success. A talent shortage, flexible working demands and a shifting client demographic make this challenging. What is the future of work and how should Financial Advisors innovate?
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Back OfficeBehavioursCultureEuropeFinancial AdvisoryFront OfficeRecruitmentRemunerationRetentionTrainingUK