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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Oh, by the way, you can actually spend your hard-earned pension
Expert: Colin Sloss, Senior Business Development Manager, Iress Facilitator: Michael Lawrence, Principal Consultant, Bovill
25 September 2024Retirement Matters - September 2024
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Implementing AI through a phased approach
Expert: Mark Whitcroft, CEO, PlannerPal
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What are the different investment approaches for the different stages of retirement?
Expert: Paul Speight from Canada Life & Henny Dovland from Time Investments Facilitator: Rupert Neville, Consultant
17 October 2023New for 2023! Retirement Matters - October 2023
complianceInvestmentsPerformanceRegulatorsRetirementRetirement
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Cost & Benefits – Leveraging technology to transform client-adviser communications
Expert: Luc Haldimann, Co-Founder and CEO of Unblu Facilitator: Blaise Cardozo, Director of Sionic
28 June 2023WealthTech Matters The Adviser - June 2023
CommunicationcompliancecostIntegrationTechnologyWealthTech Matters
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Horizon Scanning. How will digital innovation impact the paraplanner
Expert: Joe Harris, Alpha FMC
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
complianceDigitalFinancial AdvisoryInnovationPrivate Banking
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Alternative Reality - How The Fixed Income Landscape Has Shifted
Expert: Matthew Russell, M&G Investments Facilitator: Sam Shaw
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
active managementBondscomplianceFinancial AdvisoryFixed IncomeRegulation
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Growing pains. Barriers to scaling an IFA practice
Expert: John Chapman Facilitator: Duncan McKillop, Fidelius
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Cash flowcomplianceFinancial AdvisoryGrowthIndependent Financial AdviserRecruitment
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M&A Vs. organic growth. Is creating value and putting the client first mantra or myth?
Moderator: Richard Clarke, Hannam & Partners Expert: John Chapman, Catalyst Partners
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
compliancePricingPrivate EquityRelationshipsretailValuationWealth Management and Private Banking
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ESG: WHAT WAS IT? WHAT IS IT RIGHT NOW? AND WHERE IS IT GOING?
Expert: David Beacham, Business Development Director, Carmignac and Facilitator: Jo Goddard, Founder and lead consultant, Green & Good Consulting
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAuthenticityClientcomplianceCOP26Corporate GovernanceEnvironmentalESGFinancial AdvisorygovernanceGreenwashingInvestmentssustainable
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VULNERABLE CLIENTS…IS THE CURRENT GUIDANCE FROM THE FCA ENOUGH?
Experts: Jessica Reed, Richard McDermott, Charlotte Fraser, Partners from Farrer & Co and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
AdviceClientCommunicationcomplianceEngagementFCAJourneyRegulationTrainingVulnerableVulnerable clientWealth Management and Private Banking
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The ultimate track and trace: a look at new technology to identify and engage with valuable new clients.
The ultimate track and trace: a look at new technology to identify and engage with valuable new clients.
11 March 2021WealthTech Matters - The Client - 11 March 2021
Artificial IntelligencecomplianceDataMindful ofTechnologyWealth
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COMPLIANCE NIGHTMARE. HOW TO CREATE MIFID II COMPLIANT EX-ANTE AND EX-POST ILLUSTRATIONS AND REPORTS
A Meeting of Minds Advisory Distributors - 28 November 2019
complianceFinancial AdvisoryMIFIDIIproductivity