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.
-
D2C – The future of investment advice
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
-
DB transfers in 2020
DB transfersFinancial adviserFinancial AdvisoryFinancial servicesPersonal Indemnity Insurance
-
DB transfers: A 2020 view
DB transfersFinancial adviserFinancial AdvisoryFinancial servicesPersonal Indemnity Insurance
-
Dealing with clients in later life
Financial adviserFinancial AdvisoryFinancial servicesLater lifeLPAVulnerable clientWills
-
DEAR MR CHANCELLOR, ALL I WANT FROM BREXIT IS… - WHAT DOES BREXIT MEAN FOR YOUR BUSINESS?
A Meeting of Minds Wealth Management and Private Banking - November 2016
-
Delivering Financial Wellbeing to the UK
Auto-enrolment has been a huge success and is a very good thing. Collectively, we should give ourselves a pat on the back for this: 9m individuals enrolled, and 90% of them have stayed with it
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018
-
Differentiation – how to stand out
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
-
DIGITAL TRANSFORMATION – AS TWO WORLDS COLLIDE, HOW CAN THE OLD GUARD WORK WITH THE INNOVATORS THAT OPERATE AT THE SPEED OF DIGITAL?
A Meeting of Minds Wealth Management and Private Banking - November 2016
-
Direct Lending and Peer to Peer
Why is it the fastest growing asset class in the world right now?
-
Disrupt or be disrupted. Attempts to create new, viable business models for the digital age will flounder unless people and organisations are willing
In financial services we are at the precipice of possibly the biggest revolution with the potential that open banking brings. No longer do the incumbents hold all the cards - figuratively and literally - you either embrace the change or deal with the consequences.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018
-
DO YOU REALLY UNDERSTAND YOUR CLIENTS’ BEHAVIOURS & PREFERENCES? DO YOU DEVOTE ENOUGH TIME TO REVIEWING YOUR MI & MORE IMPORTANTLY DO YOU ACT UPON IT
-
Due diligence and compliance - what do advisers need to know?
The Findings, Winning Advisers, Tuesday 13 October 2015, Tylney Hall, Hampshire