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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The Increasing Regulatory Demands And The Impact Of The Consumer Duty
Experts: Nick Hulme, Michael Lawrence, and Keith Richards Facilitator: Michael Lawrence
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
AdviceClientConsumer DutyFinancial AdvisorygenerationalRegulation
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Talking about the next generation - designing solutions for evolving decumulation needs
Experts: George Pullar, LV= and Heather Christie, BlackRock Facilitator: Kathy Ellison, Independent Consultant
25 September 2024Retirement Matters - September 2024
Business ModelgenerationalGoals-based planningMarketingRetirementStrategy
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The Great (And Smooth) Wealth Transfer – Why advice is a family affair
Expert: Warwick Bloore, Senior Investment Specialist, Vanguard Facilitator: Paul Miles, Silverback Consulting
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
Financial AdvisoryFinancial servicesgenerationalLegacy ProductsRelationshipsWealth Transfer
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Lessons from America - Prepping for the great wealth transfer
Expert: Sebastian Lewis, Senior Strategist, Advisory Research Centre, Vanguard Facilitator: Paul Kearney, Asset Risk Consulting
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AdvisorsCommunicationgenerationalInheritanceWealth managementWealth Management and Private Banking
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Results Focus - Reimagining growth amid a transitioning world
Expert: Tom Caddick, Head of Investment, Nedgroup Facilitator: Caroline Burkart, Wealth Management & Client Insight industry expert
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CulturediversitygenerationalGrowthInvestmentsWealth Management and Private Banking
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Can we help generation rent become generation buy?
Expert: Lewis Scott, CEO, Homely Global Facilitator: Kathy Ellison, Director, Savanta
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
buyfinancegenerationalMortgagemortgage brokersrent
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Branching out - Expanding Across the Full Spectrum of Wealth
Expert: Vincent Tiseo, Global Head, Business Strategy, Goldman Sachs Asset Management Facilitator: Roderic Rennison, Catalyst Partners
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AssetConsumer DutyFinancial AdvisorygenerationalInvestmentsWealth
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On Point - How to ensure superior reporting
Expert: Michael Feeley (SEI). Facilitator: Emma Chesney (CCS)
21 March 2023WealthTech Matters The Client - March 2023
DatagenerationalIntergenerationalnotificationsRegulationWealthTech Matters