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 finance goes digital. How ready are you? - October
Personal financial management is on the cusp of a fundamental transformation. For many years, the traditional face-to-face advisory model has provided a service to the minority of the population who can afford it. A confluence of factors including regulatory change and technological progress are now combining to enable a new means of customer engagement. With banking services slowly but surely moving towards being mobile-first, digital innovators have wealth management in their sights as an industry that is ripe for disruption. Meanwhile, a shift in pensions responsibility from the corporate to the individual and the rise of the gig economy has put retirement affordability, and more generally personal financial wellbeing firmly in the spotlight. While traditional financial advice remains unattainable for most, a suite of digital products and services are being developed to fill the gap. Disrupt or be disrupted- attempts to create new, viable business models for the digital age will flounder unless people and organisations are willing to disrupt themselves.
A Meeting of Minds Winning Advisers - October 2018
AdviceDigitalEngagementExperienceFinancial AdvisoryMobile
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Perspectives on an intergenerational wealth and planning proposition. Does one size fit all?
Perspectives on an intergenerational wealth and planning proposition. Does one size fit all?
A Meeting of Minds - Winning Advisers South - 15 October 2020
Cash flowEngagementFinancial AdvisoryPricingPropositionSegementationTechnologyWealth Transfer Generation Gap
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Powering Your Business – placing the adviser at the heart of the value chain
It shouldn’t come as a surprise that most of our delegates (71% in fact) use an in-house CIP approach for their investment portfolios; followed by 38% using a third party CIP approach, but maybe it is time to have a good look at all the options out there.
A Meeting of Minds Winning Advisers - October 2018
Advisory investment servicesArtificial IntelligenceData ScienceEngagementExperienceFinancial AdvisoryManagement InformationRiskTrends
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Preparing for growth
Business developmentClient acquisitionFinancial adviserFinancial AdvisoryFinancial servicesGrowth
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Preparing for growth: What can we learn from global high growth advisory firms?
The Advisor Benchmark study aims to understand global best practices in financial advice around the world, to help firms deliver better services and outcomes for clients. Leveraging data from the 2018 Benchmark study of over 1,300 advisory firms, this session discussed findings that relate to the characteristics of higher growth firms, relative to their lower growth peers.
A Meeting of Minds Winning Advisers - October 2018
AdviceAdvisory investment servicesCultureExperienceFinancial AdvisoryManagement InformationRetentionRiskTrainingTrends
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Proof of suitability is now obligatory – how do you ensure that you have the evidence?
A Meeting of Minds Advisory Distributors - June 2016
Financial Advisory
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QUANTIFYING THE INTANGIBLE – COMMUNICATING AND CHARGING THE RIGHT FEE?
A Meeting of Minds Advisory Distributors - November 2017
Financial Advisory
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QUANTIFYING THE INTANGIBLE – COMMUNICATING YOUR TRUE VALUE AND CHARGING FOR IT
A Meeting of Minds Winning Advisers South - October 2017
Financial Advisory
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REGULATORY IMPACT WITHIN THE NON WORK PLACE PENSIONS MARKET
A Meeting of Minds Advisory Distributors - 28 November 2019
Financial AdvisoryInvestmentsPensions freedomsRegulationRetirement
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Residential property as a wealth planning vehicle
Direct property investing is hugely popular in the UK, Whether people buying a home to live in, or as part of a Buy-to-Let portfolio. The average house price in England and Wales has risen by over 300% since 1996.There is £1 trillion housing equity held by the over 65s however, recent changes to taxes, notably increased stamp duty as well as more stringent taxation on property income for Buy-To-Let investments made such investments less attractive for some investors. These changes, coupled with other trends such as online investing, and the emergence of crowdfunding and peer-to-peer lending, has led to a flurry of new players in the market offering “Alternative options to invest in residential property”. While direct property investment is a market most advisers don’t get involved with, there are a lot of new opportunities for investors. Shouldn’t you be helping your clients navigate through this new landscape. Equity Release as a brand has a poor historical reputation due to the way it has been sold and who it has been sold to. But given a lot of wealth is locked up in residential property, how can adviser help clients assess Equity Release as an option for cash flow and financial planning ? What will Brexit mean for UK residential property?
A Meeting of Minds Winning Advisers - October 2018
AdviceEmerging MarketsEngagementFinancial AdvisoryJourneyReal EstateRiskTrends
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RISK – SO MUCH HAS CHANGED SINCE THE PENSION FREEDOMS...
A Meeting of Minds Advisory Distributors - July 2017
Financial Advisory
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Robo adviser – the on-line challenge. Are you up to it?
A Meeting of Minds Advisory Distributors - June 2016
Financial Advisory