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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HOW AND WHY HAS CASH BECOME AN INTEGRAL PART OF THE HOLISTIC FINANCIAL PLANNING PROCESS?
How and why has cash become an integral part of the holistic financial planning process?
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Advisory investment servicesAPIClient ExperienceFinancial AdvisoryHumanInterestInvestmentsRetirement Planning
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MULTI-ASSET APPROACHES TO RISK
Multi-asset approaches to risk
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
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Techtonics - Tech, markets and regime change
Techtonics - Tech, markets and regime change
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Artificial IntelligenceAssetCyberDataDigitalFinancial AdvisoryInflationInterestMarket TrendsTechnology
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THE WEALTH OF FAMILIES - HAS THE PANDEMIC PROMPTED FURTHER CONSIDERATIONS?
The Wealth of families - has the pandemic prompted further considerations?
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
AdviceAdvisorsFamilyFinancial AdvisoryIntergenerationalWills
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WHAT WAS ESG? WHAT IS ESG NOW? AND WHERE IS ESG GOING? EVERYONE’S OPINION IS THE RIGHT ONE, BUT WHERE DO YOU GO FROM HERE?
What was ESG? What is ESG now? And where is ESG going?
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
ClientEngagementEnvironmentalESGExperienceFinancial AdvisoryInvestmentsTechnology
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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