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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WE NEED TO HELP CHILDREN & YOUNG PEOPLE UNDERSTAND MONEY......
A Meeting of Minds Advisory Distributors - 28 November 2019
FCAFinancial AdvisoryFinancial Educationsavings
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WHAT DO ADVISERS’ CLIENTS REALLY CARE ABOUT- ARE YOU IN SYNC ?
A Meeting of Minds Advisory Distributors - July 2017
Financial Advisory
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WHAT DO YOUR CLIENTS REALLY CARE ABOUT? ARE YOU SURE YOU KNOW?
A Meeting of Minds Winning Advisers South - October 2017
Financial Advisory
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What does ESG and sustainability investing mean to the UK investor today?
ESG is becoming an increasingly important issue within the global investment community today. It is having a significant impact on how we invest on behalf of clients and the structuring of capital markets. Will they be empowered to make informed decisions about their Asset Managers approach to ESG?
A Meeting of Minds Advisory Distributors - June 2018
AlternativesBrandCorporate GovernanceCultureEngagementEUFinancial AdvisoryJourneyMIFIDIIReputational
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WHAT DOES THE PERFECT PLATFORM LOOK LIKE AND HOW DO WE GET THERE TO ENSURE TRANSPARENCY AND GREATER CUSTOMER OUTCOMES?
A Meeting of Minds Advisory Distributors - July 2017
Financial Advisory
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What makes your business interesting to consolidators and how can you ensure your exit strategy goes as smoothly as possible?
The Findings - Winning Advisers, Tuesday 13 October 2015 - Tylney Hall, Hook, Hampshire
Financial Advisory
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What next for long term savings?
When advising a client on a long term savings strategy, choosing the right tax wrapper is just as important as choosing the right investment strategy.
A Meeting of Minds Advisory Distributors - June 2018
AlternativesEmerging MarketsExperienceFinancial AdvisoryJourneyReal EstateSegementation
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WHAT SUPPORT ARE INTERMEDIARIES LOOKING FOR FROM A NETWORK IN TODAY’S WORLD?
A Meeting of Minds Advisory Distributors - July 2017
Financial Advisory
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WHAT WILL YOUR BOOK OF CLIENTS LOOK LIKE IN 10 – 15 YEARS AND WHAT WILL THEIR INVESTMENT NEEDS LOOK LIKE?
A Meeting of Minds Winning Advisers South - October 2017
Financial Advisory
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WHAT WILL YOUR BOOK OF CLIENTS LOOK LIKE IN 10 – 15 YEARS? WHAT WILL THEIR ATTITUDE TO WEALTH BE?
A Meeting of Minds Advisory Distributors - November 2017
Financial Advisory
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What’s happening in America? Are they about to have their own ‘Brexit’ moment?
A Meeting of Minds Winning Advisers October 2016
Financial Advisory
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Where have we got to with closing the advice gap?
According to some recent research from NS&I, 70% of financial advisers are willing to advise people with portfolios of less than £50,000 but 71% of Britons would only consider consulting a financial adviser if they had more than £25,000 to invest. So just what is commercially feasible from your point of view? Do we know at what level people feel they can justify the cost of financial advice?
A Meeting of Minds Advisory Distributors - June 2018
Back OfficeBrandCorporate GovernanceCultureDigitalEmerging MarketsEngagementEquitiesFinancial AdvisoryMacro TrendsManagement InformationReputationalSecuritySocial Media