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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Guaranteed retirement income: Stability vs flexibility? How do we get the pension portfolio mix right for clients? (Session 2)
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life Facilitator: John Lappin, Consultant
25 September 2024Retirement Matters - September 2024
AnnuitiesFlexibilityInterestRegulationRetirementretirement income
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High Yield Outlook - Unlocking opportunities and avoiding pitfalls
Expert: Thomas Hanson, Head of Europe High Yield, Aegon Asset Management Facilitator: Pan Andreas, Independent Consultant
14 March 2024A Meeting of Minds Gatekeepers - March 2024
benchmarkBondsFlexibilityGatekeepersInvestmentsRisk
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Looking Ahead - Leveraging digital to drive positive business transformation
Expert: Alessandro Tonchia Head of Strategy at InvestCloud Europe and Asia Facilitator: Brod Whiting, Director of JoyndUp
09 November 2023WealthTech Matters The Business - November 2023
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Cultural Life - A New Lease of Life...But Only Tuesdays, Wednesdays, and Thursdays
Expert: Helena Territt Facilitator: Don Wild
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
COVIDCultureEmployeesFinancial AdvisoryFlexibilityremote working
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War on Talent - Recruitment is hard so retaining talent is crucial
Expert: Mark Somers Facilitator: Caroline Burkhart
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
FlexibilityHybridRecruitmentTalentWealth managementWealth Management and Private Banking
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Tuning out noise: The practical importance of maintaining investment principles in volatile times
Expert: Marco Lo Blanco, research analyst and portfolio manager, Seilern Investment Management Facilitator: Sam Shaw, independent consultant
20 October 2022A Meeting of Minds Gatekeepers - October 2022
AssetFlexibilityGatekeepersInvestmentsPerformance
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Big impact. How will the Consumer Duty affect advisers’ value propositions?
Expert: Blair Anderson, Dimensional Facilitator: Richard Clarke
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
CompetitionConsumer DutyFinancial AdvisoryFinancial servicesFlexibilityRelationships
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People Pleasing. Creating a successful and inclusive culture in a post pandemic world
Facilitator: Ben Wright Expert: Barry Waring
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
COVIDCultureEmployeesFinancial AdvisoryFlexibilityHybrid WorkingPeopleYour business
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HIRE, TRAIN AND KEEP THE RIGHT PEOPLE
Hire, train and keep the right people
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Back OfficeEmployee engagementEmployees (type of)EmploymentFinancial AdvisoryFlexibilityFront OfficegenderMeeting of MindsParaplanningproductivityTechnology
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Centralised investment propositions – the growing need for a tailored strategy
Centralised investment propositions – the growing need for a tailored strategy
A Meeting of Minds - Advisory Distributors - 26 November 2020
Centralised investment propositionsDiscretionaryFinancial AdvisoryFlexibilityInvestmentsPropositionRetirement
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Will the introduction of a Retirement Interest Only (RIO) mortgage prove to be a carnival samba for the lifetime mortgage sector or the last waltz?
We are all living longer (hurrah!) but a lot of us have to work longer (boo!) and this will only increase in the future...
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
AdviceAdvisorsFlexibilityInterestmortgageRetail Financial ServicesRetirement