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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WHAT DOES THE PERFECT PLATFORM LOOK LIKE AND HOW DO WE GET THERE TO ENSURE TRANSPARENCY AND GREATER CUSTOMER OUTCOMES?
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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
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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?
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WHAT WILL YOUR BOOK OF CLIENTS LOOK LIKE IN 10 – 15 YEARS AND WHAT WILL THEIR INVESTMENT NEEDS LOOK LIKE?
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WHAT WILL YOUR BOOK OF CLIENTS LOOK LIKE IN 10 – 15 YEARS? WHAT WILL THEIR ATTITUDE TO WEALTH BE?
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What’s happening in America? Are they about to have their own ‘Brexit’ moment?
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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
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WHERE WILL THE RETURNS COME FROM NOW? THE HUNT FOR INCOME AND YIELD IN A LOW INTEREST RATE WORLD
A Meeting of Minds Wealth Management and Private Banking - November 2016
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Who's Really Driving, the Adviser or the Platform?
Expert: Andrew Back, Chief Commercial Office, Facilitator: Paul Miles, Silverback Consultancy
A Meeting of Minds - Winning Advisers - South - 14 October 2021
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WHY A CENTRALISED RETIREMENT PROPOSITION IS THE RIGHT BUSINESS MOVE
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WILL DISRUPTIVE TECHNOLOGIES LEAD TOWARDS DYSTOPIA OR UTOPIA?
A Meeting of Minds Wealth Management & Private Banking - June 2017