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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Companies with a highly engaged workforce are more profitable...
... so what sort of people are you looking to hire these days and what are you offering them that makes you so special?
Employee engagementEmployee Value PropositionEmploymentFinancial adviserFinancial AdvisoryFinancial services
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COMPLIANCE NIGHTMARE. HOW TO CREATE MIFID II COMPLIANT EX-ANTE AND EX-POST ILLUSTRATIONS AND REPORTS
A Meeting of Minds Advisory Distributors - 28 November 2019
complianceFinancial AdvisoryMIFIDIIproductivity
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Connecting and influencing - What can we learn from the USA?
Connecting and influencing - What can we learn from the USA?
A Meeting of Minds - Advisory Distributors - 26 November 2020
AdviceClientCommunicationCOVIDEngagementESGFamilyFinancial AdvisoryIntergenerationalOpen BankingYour business
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Conversions and platform transfers ……is your business aware and ready for next year?
Conversions and platform transfers ……is your business aware and ready for next year?
A Meeting of Minds - Advisory Distributors - 26 November 2020
Financial AdvisoryInvestment PlatformRegulationRiskvalueWealth Transfer
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Cutting the red tape - too many players within the value chain?
A Meeting of Minds Advisory Distributors - November 2016
Financial Advisory
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DB transfers in 2020
DB transfersFinancial adviserFinancial AdvisoryFinancial servicesPersonal Indemnity Insurance
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DB transfers: A 2020 view
DB transfersFinancial adviserFinancial AdvisoryFinancial servicesPersonal Indemnity Insurance
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Dealing with clients in later life
Financial adviserFinancial AdvisoryFinancial servicesLater lifeLPAVulnerable clientWills
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Direct Lending and Peer to Peer
Why is it the fastest growing asset class in the world right now?
A Meeting of Minds Advisory Distributors - June 2018
AlternativesFinancial AdvisoryMacro TrendsRiskTrends
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DO YOU REALLY UNDERSTAND YOUR CLIENTS’ BEHAVIOURS & PREFERENCES? DO YOU DEVOTE ENOUGH TIME TO REVIEWING YOUR MI & MORE IMPORTANTLY DO YOU ACT UPON IT
A Meeting of Minds Advisory Distributors - 28 November 2019
Financial AdvisoryMIFIDIInet promoter scoreRegulation
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Due diligence and compliance - what do advisers need to know?
The Findings, Winning Advisers, Tuesday 13 October 2015, Tylney Hall, Hampshire
Financial Advisory
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ESG – A regulatory imperative
ESG – A regulatory imperative
A Meeting of Minds - Advisory Distributors - 26 November 2020
ESGFinancial AdvisoryInvestmentsRegulationsustainable