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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The Future of Platforms and DFMs – we take a look at your outsourcing investment management, what is best for your business and clients.
21 April 2016
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Going virtual - Building a hybrid digital-advice proposition to target HNWs
21 April 2016
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Kodak vs Instagram? Plugging in technology to solve the advice gap how do you ensure you remain relevant in the era of robo adviser??
Facilitated and written by: Innes Miller – Scydonia Sponsor introducing: Chris Williams – Parmenion
21 April 2016
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Future proofing your investment committee - What can we learn from the institutional and pension world?
Facilitated and written by: Roderic Rennison – Rennison Consulting Expert: Jamie Farquhar – Square Mile Investment Research Sponsor introducing: Dave Robson – Carmignac
21 April 2016
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Business succession planning - recruitment, retention and remuneration strategies
Facilitated and written by: Roderic Rennison – Rennison Consulting Expert: Sarah Thwaites – BP&E Global Ltd
21 April 2016
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A solution to fill the pension lifetime allowance gap? An overview of EIS – the pluses and the minuses.
Facilitated by: Colette Dunn – Milliman Expert: Kieran O’Gorman – Deepbridge Written by: Evie Owen, Owen James Group
21 April 2016
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Cyber security – how to mitigate the risks against your business
Facilitated and written by: Lawrence Emm – Better Business Insights Expert: Vincent Tiseo – Goldman Sachs Asset Management
21 April 2016
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Your Value Proposition: Positioning your practice in a competitive landscape
Facilitated and written by: Lawrence Emm – Better Business Insights Expert: Kathleen Pritchard – Legg Mason
21 April 2016
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A new era: what can we expect from the FCA’s change in leadership?
Facilitated and written by: David Ingram – Aim Two Three
21 April 2016
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Financial Advice Market Review: Terms of Reference – a light at the end of the tunnel?
Facilitated and written by: David Ingram – Aim Two Three Expert: Brendan Llewellyn – Adviser Home
21 April 2016
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Pension freedoms and the decumulation conundrum
21 April 2016
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Forecasting the future: what will your business look like in 2021?
21 April 2016