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.
-
The Financial Adviser marketplace – consolidation heaven! Where are we heading?
A Meeting of Minds Advisory Distributors - June 2016
Financial Advisory
-
The future of advice in the UK
With increased regulatory demands, new agile technologies, a generational shift in consumer behaviour and an unprecedented transfer of wealth beginning, what does a future advice business look like to become sustainable?
A Meeting of Minds Advisory Distributors - June 2018
AlternativesBrandCultureDigitalEngagementExperienceFinancial AdvisoryJourneyMobileReputationalRiskSocial Media
-
The future of pensions
Few prepare for the unexpected but experience shows perhaps we should... Yesterday’s promises are increasingly expensive: the National Insurance Fund is predicted to breach its funding solution by 2032, but reforms have tended to be piecemeal and lacking in a clearly agreed long term objective. Customer experience in current retirement solutions is neither easy nor convenient and does not engage customers or equip them to make informed decisions. From buy outs and longevity, to member options and super funds, we look at how the pension landscape is changing. Technology in the retirement industry lags behind other sectors and the pressure to keep up with ongoing regulatory change has constrained innovation to create more affordable and sustainable solutions. What will pensions and savings policy look like for future generations? Will pensions even exist? “Doing nothing” is no longer an option and eventual collapse is inevitable without major reform.* *(Source: EY report – The future of retirement – A vision for pensions delivery.)
A Meeting of Minds Winning Advisers - October 2018
Advisory investment servicesAlternativesBehavioursDataEmerging MarketsFinancial AdvisoryTrends
-
The Future of Platforms
With platforms being a market that has seen significant growth in the last five years, doubling from £250bn to £500bn assets under administration (AUA), with more customers than ever deciding to use a platform to manage their money, what do we think about the FCA's proposed remedies to improve competition? Is it encouraging that the FCA has recognised the important role of platforms in the value chain? How can the market truly deliver the benefits it is intended to provide? What do you want from a platform – a transactional hands-off relationship or a long-term, deeper relationship with a business that can offer practice management support for the growth of your business for the benefit of your client? Platforms hold a huge amount of data on fund flows, contribution levels, withdrawals, dividend reinvestment, cash management etc – and are uniquely placed to see trends across clients at an aggregate level across all advisers within your business, all advisers in your region and across all advisers using the platform –in total – what value might this platform insight be of to you as a business owner and for your advisers and paraplanners?
A Meeting of Minds Winning Advisers - October 2018
AdviceAdvisory investment servicesArtificial IntelligenceDigitalEngagementExperienceFinancial AdvisoryMobileTrends
-
THE FUTURE OF WORK
A Meeting of Minds Advisory Distributors - November 2017
Financial Advisory
-
The future of work in the advice market space
As the client demographic shifts, recruiting, retaining and motivating your workforce is essential to business success. A talent shortage, flexible working demands and a shifting client demographic make this challenging. What is the future of work and how should Financial Advisors innovate?
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Back OfficeBehavioursCultureEuropeFinancial AdvisoryFront OfficeRecruitmentRemunerationRetentionTrainingUK
-
THE GROWING NEED FOR ADVICE
A Meeting of Minds Advisory Distributors - July 2017
Financial Advisory
-
The Millennials – your future employees and your future investors – ignore them at your peril
A Meeting of Minds Advisory Distributors - November 2016
Financial Advisory
-
The workplace as a new business opportunity
A Meeting of Minds Advisory Distributors - June 2016
Financial Advisory
-
Time for an update on M&A activity
This session looked at the key deal considerations and the sort of values firms are achieving.
A Meeting of Minds Advisory Distributors - June 2018
BehavioursBrandCultureEngagementFinancial AdvisoryM&AMIFIDII
-
Two become one – pre and post-merger best practice and the lessons learnt.
Financial Advisory
-
WALKING THE TIGHTROPE OF INCREASING ADVISER PRODUCTIVITY AND REVENUES WHILST FUTURE PROOFING YOUR BUSINESS
A Meeting of Minds Advisory Distributors - 28 November 2019
Financial AdvisoryproductivityRetirementSegmentation