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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ESG- The momentum is there - now we need some standardised metrics to measure performance
ESG- The momentum is there - now we need some standardised metrics to measure performance
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
AdvisorsESGFinancial Advisorysustainable
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Future of Advice - Beneath and Beyond
Future of Advice - Beneath and Beyond
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
ClientCOVIDCustomerFinancial AdvisoryFinancial servicesTechnology
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How did your company fare? Needs must! The key is what comes next. Personalisation at scale is the name of the game
How did your company fare? Needs must! The key is what comes next. Personalisation at scale is the name of the game
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
AdviceClients (type of)COVIDDigital platformFinancial AdvisoryLegal advice
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Intergenerational Wealth
Intergenerational Wealth - Many advisers recognised that the opportunity doesn't come without challenges but has the pandemic promoted further considerations?
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
COVIDESGFamilyFinancial AdvisoryRetirementTechnology
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Leading from the front - Staying resilient in a volatile world
Leading from the front - Staying resilient in a volatile world
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
Back OfficeCommunicationCOVIDFinancial Advisory
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On the basis that you should never "let a good crisis go to waste", the best opportunity to really demonstrate your value is at a time of market uphea
On the basis that you should never "let a good crisis go to waste", the best opportunity to really demonstrate your value is at a time of market upheaval so did you provide value for money? Both the FCA and your clients want to know.
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
Back OfficecostCOVIDDigitalEngagementFinancial AdvisoryTechnology
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The consolidators are important players within the financial advisory distribution space
The consolidators are important players within the financial advisory distribution space. What are their ambitions? How do they want to be treated? What is the direction of travel?
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
AssetCOVIDdistributiondiversityFinancial AdvisoryInvestmentsMarket Trends
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Unlocking the power of financial advice
Unlocking the power of financial advice
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
COVIDFinancial AdvisorygenderInvestmentsPensionRetirement
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A look at impact investing. Modern philanthropy made simple.
2 in 3 people agree that they have a responsibility to make the world better, want their investments to make a difference, and think financial institutions should avoid investing in companies that harm people or the planet.
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial AdvisoryIndependent Financial AdviserPhilanthropySocial Impact InvestingWinning Advisers
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A masterclass in understanding the different potential offered by AI, RPA, big data, machine learning, the Cloud and Voice.
We live in a tech savvy world
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
AIFinancial adviserFinancial AdvisoryIndependent Financial AdviserMachine Learning
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Building business models that will thrive in a post-MiFID II world. (All 3 sessions)
We all know the need for advice is growing but advisers are struggling to deal with the volume
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial adviserFinancial AdvisoryFinancial servicesIndependent Financial AdviserMIFIDII
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Changing market trends and how this impacts advice.
With falling numbers of investment advisers and the average age of those who are active, what does the future hold for the advice landscape?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersAdviceFinancial adviserFinancial AdvisoryIndependent Financial AdviserMarket Trends