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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What your clients are too smart to know – and how the regulator thinks you should handle that. (Session 1)
Experts: Ali Crossley, Managing Director, Distribution - L&G Retail; Cecilia Furner, Director of Distribution for Retail Annuities – Legal & General; Keith Richards, CEO Consumer Duty Alliance and Personal Finance Society Facilitator: Gilly Green, Business Adviser and Mentor, Director, FoxRed Insight
25 September 2024Retirement Matters - September 2024
Cash flowFCARegulationRetirementRetirement PlanningSegmentation
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What your clients are too smart to know – and how the regulator thinks you should handle that. (Session 2)
Experts: Ali Crossley, Managing Director of Distribution for Retail and Workplace business, Legal & General; Cecilia Furner, Director of Distribution for Retail Annuities – Legal & General; Keith Richards, CEO Consumer Duty Alliance and Personal Finance Society Facilitator: Gilly Green, Business Adviser and Mentor, Director, FoxRed Insight
25 September 2024Retirement Matters - September 2024
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Change Request - Cultivating a culture of innovation and adaptation
Expert: Eric Sharrad, Senior Recruitment Consultant, Pavilion Recruitment Facilitator: Karl Cranswick, Solve
04 July 2024WealthTech Matters The Adviser - July 2024
CommunicationCultureInnovationTrainingWealth managementWealthTech Matters
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Empowering Teams through Next-Generation Technologies – How AI, the latest tech platforms and tools can transform your operating model July 2024
Expert: Matthew Baldwin, Lead Field Sales Executive, SS&C Technologies Facilitator: Ben Hammond, the Lang cat
04 July 2024WealthTech Matters The Adviser - July 2024
Digital SolutionsFinancial servicesLegacy SystemsRegulationTechnologyWealthTech Matters
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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
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Productivity Push – How technology can help advisers add value
Expert: Patrick Jones, Sales Director, Collidr Facilitator: Sharmil Patwa, Opus Una
04 July 2024WealthTech Matters The Adviser - July 2024
advisersAIInvestmentsproductivityTechnologyWealthTech Matters
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Relationship Advice – Evolving without sacrificing the human connection
Expert and facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
04 July 2024WealthTech Matters The Adviser - July 2024
advisersAIFinancial adviserRelationshipsTechnologyWealthTech Matters
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Unlocking Efficiency - Harnessing AI for streamlined adviser workflows
Expert: Craig Barraclough, Director, Finovation Consulting Facilitator: Brod Whiting, JoynedUp
04 July 2024WealthTech Matters The Adviser - July 2024
AIClientConsumerPrivacySustainable SolutionsWealthTech Matters
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Artificial Promise - The potential for growing your business intelligently Advisory Distributors June 2024
Expert: Phil Calvert, Melo Facilitator: Brod Whiting, JoyndUp Ltd
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
Advisory investment servicesAIClient ExperienceDataFinancial AdvisoryMarketing
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Attractive Quality - How to prepare your business for sale
Expert and facilitator: John Chapman, Catalyst Partners
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
Consumer DutycostDataFinancial AdvisoryProfitabilityTechnology
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Eastern Flashpoint - The geopolitical risks from the near, far and middle east
Expert: Peter Fitzgerald, CIO Multi-asset and Macro, Aviva Investors Facilitator: Ralph Jackson, Consultant
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
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Election Fever - Anticipating a new political landscape in the UK
Expert and facilitator: Ralph Jackson, Consultant
27 June 2024A Meeting of Minds Advisory Distributors - June 2024