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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Personal effects - harnessing AI to fuel the human experience
Expert: Elemi Atigolo, Managing Partner at Consult Venture Partners / Phil Carden, Product Director at SS&C Facilitator: Paul Miles, Founder at Silverback Consulting
07 March 2024WealthTech Matters The Client - March 2024
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Advice Review – Delivering good retirement outcomes in a challenging climate
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
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Work Perks – How far do you need to go to get people into an office?
Expert: Carole Lamond, Chief People Officer at Multrees Investor Services, Multrees Facilitator: John Chapman, Director, Catalyst Partners
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CultureHybridManagementproductivityRetentionWealth Management and Private Banking
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Future Talent - Attracting and retaining the advisers of tomorrow
Expert: Paul Miles, Founder, Silverback Consultancy Facilitator: Paul Miles
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AttractingFinancial AdvisoryHybridRecruitmentRetainingTalent
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Choice Matters – Enabling advisers by measuring impact
Expert: Alex Whitson, Managing Director at VouchedFor
28 June 2023WealthTech Matters The Adviser - June 2023
advisersCommunicationConsumer DutyDigitalHybridWealthTech Matters
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Proposition Revolution - Embracing the latest tech trends to serve more customers
Expert: Peter Fairweather. Facilitator: Caroline Burkart
21 March 2023WealthTech Matters The Client - March 2023
AutomationCustomerFinancial adviserHybridTechnologyWealthTech Matters
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Price is what you pay, value is what you get. Can the consumer duty help?
Expert: Blair Anderson, Dimensional Fund Advisors Facilitator: Martyn Laverick
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
AdviceBusiness ModelConsumer DutyDataFinancial AdvisoryHybrid
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War on Talent - Recruitment is hard so retaining talent is crucial
Expert: Mark Somers Facilitator: Caroline Burkhart
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
FlexibilityHybridRecruitmentTalentWealth managementWealth Management and Private Banking
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The Financial Revolution. Simplify Fintech
Expert: Andrew Storey (EV) Facilitator: Owen Frankish (EY)
10 November 2022WealthTech Matters The Business - November 2022
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The future of work and culture. Building collaborative relationships in a hybrid landscape
Expert: Sanna Jordannson Facilitator: Svenja Keller
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
CultureFinancial AdvisoryHybridRelationshipsTechnologyTraining
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The financial advice revolution is here. How digital advice is enhancing, not replacing the financial adviser
Expert: Chet Velani Facilitator: Chris Shaw
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
AdviceDigitalFinancial adviserHybridRetail Financial Services
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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