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.
-
Are you ready for financial planning in a hybrid world?
Expert: Gary Savory, Senior Consultant, Dynamic Planner Facilitator: Giles Patterson, Aon Client Insight
17 June 2021WealthTech Matters The Adviser 17 June 2021
Artificial IntelligenceClientClient ExperienceCOVIDCustomerDataDigital platformDigitalisationFinancial servicesHumanHybridJourneyMindful ofSecurityTech futuresTechnology