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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Residential property as a wealth planning vehicle
Direct property investing is hugely popular in the UK, Whether people buying a home to live in, or as part of a Buy-to-Let portfolio. The average house price in England and Wales has risen by over 300% since 1996.There is £1 trillion housing equity held by the over 65s however, recent changes to taxes, notably increased stamp duty as well as more stringent taxation on property income for Buy-To-Let investments made such investments less attractive for some investors. These changes, coupled with other trends such as online investing, and the emergence of crowdfunding and peer-to-peer lending, has led to a flurry of new players in the market offering “Alternative options to invest in residential property”. While direct property investment is a market most advisers don’t get involved with, there are a lot of new opportunities for investors. Shouldn’t you be helping your clients navigate through this new landscape. Equity Release as a brand has a poor historical reputation due to the way it has been sold and who it has been sold to. But given a lot of wealth is locked up in residential property, how can adviser help clients assess Equity Release as an option for cash flow and financial planning ? What will Brexit mean for UK residential property?
A Meeting of Minds Winning Advisers - October 2018
AdviceEmerging MarketsEngagementFinancial AdvisoryJourneyReal EstateRiskTrends
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RIDING THE CONSOLIDATION WAVE – OPPORTUNITIES TO ACQUIRE FINANCIAL ADVISER BUSINESSES TO SECURE YOUR MARKET POSITION
A Meeting of Minds Wealth Management and Private Banking - November 2016
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Right first time lending - the brand impact of saying no
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2017
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RISK – SO MUCH HAS CHANGED SINCE THE PENSION FREEDOMS...
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Robo adviser – the on-line challenge. Are you up to it?
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Robo-advice could undoubtedly revolutionise the advice market but it is not the only digital innovation on the scene
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Saving for the retirement is a little passee - multiple/portfolio careers and working until we drop - let's take a look at the new paradigm
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2017
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SAVING PRIVATE CLIENT – MANAGING CLIENT TRUST AND NEGOTIATING THE COMPLICATIONS OF TAX DATA CONFIDENTIALITY
A Meeting of Minds Wealth Management and Private Banking - November 2016
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SCENE SETTER QUESTIONAIRE FINDINGS - ADVISORY DISTRIBUTORS NOVEMBER 2016
In the run up to A Meeting of Minds Advisory Distributors, we asked you to answer some questions – our goal being to capture your thinking at a moment in time. The following are your aggregated responses. We hope you find this snapshot interesting as well as reassuring – in other words your peers are experiencing the same challenges and excitements as you are!
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SCENE SETTER QUESTIONAIRE FINDINGS - PRIVATE BANKING & WEALTH MANAGEMENT - NOVEMBER 2016
A Meeting of Minds Wealth Management and Private Banking - November 2016
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SCENE-SETTER QUESTIONNAIRE FINDINGS - Bank & Brand Distribution of Retail Financial Services - October 2016
In the run up to this Meeting of Minds, we asked you to answer some questions – our goal being to capture your thinking at a moment in time. The following are your aggregated responses. We hope you find this snapshot interesting as well as reassuring – in other words your peers are experiencing the same challenges and excitements as you are!
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Senior Managers Regime – doing the right thing and maybe being seen doing the right thing?
With the FCA ‘Senior Managers Regime’ imminent, it business critical that Advisers fully understand the implications on governance and responsibility and are actively reviewing business processes, structures and accountability.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Corporate GovernanceCultureFinancial AdvisoryManagement InformationSecuritySMCRUK