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.
-
Achieving investor aims – Clients are their own worst enemy, so how can we work together to keep them in their seats?
21 April 2016
-
Avoiding the commoditisation trap and standing out from the crowd
21 April 2016
-
Welcome to the data decade of data protection and exploitation… that’s before we even get into big data
21 April 2016
-
Maximising productivity to counter rising cost income ratios and diminishing profitability
21 April 2016
-
Riding the consolidation wave – M&A activity in Wealth Management
21 April 2016
-
Understanding behavioural influences on financial markets – fear, greed and everything in between!
21 April 2016
-
A new awakening of risk awareness – how do you avoid taking unintended risks (from an investment perspective)?
21 April 2016
-
The empty chair – making sure your customer is at the forefront of your business strategy – and that they know it!
21 April 2016
-
Coping with recruitment, retention and remuneration strategies in light of the Senior Manager Regime
21 April 2016
-
The evolving platform – a 2020 outlook
The Findings - Winning Advisers - Tuesday 13 October, 2015 - Tylney Hall, Hampshire
21 April 2016
-
Now the media hype has subsided, how are retirees really looking to fund their retirement?
The Findings - Winning Advisers, Tuesday 13 October - Tylney Hall, Hampshire
21 April 2016
-
Having the right strategy, execution and governance to implement technology in your business
21 April 2016