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.
-
Navigating the hurdles that will come with reducing the advice gap
Expert: Matthew Lonsdale, Director, Asset & Wealth Management, Davies Group Facilitator: Adam Flowers, Senior Consultant, Asset & Wealth Management, Davies Group
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AdviceAIDataDigital SolutionsParaplanning CommunityTechnology
-
Increasing Obligations - Managing the Rules and Requirements
Expert: Olivia Shaw, Head of Compliance, Tribe Facilitators: James Marshall, Principle Consultant, Bovil
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
AdviceCommunicationFinancial AdvisoryRegulationsustainableVulnerable client
-
Age of AI - The potential for driving business productivity
Expert: Alan Smith, CEO, Capital Asset Management Facilitator: Paul Miles, Founder, Silverback Consultancy
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
-
Looking Ahead - The evolution of financial planning – session 1
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Chapman, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceBusiness ModelFinancial AdvisoryIntergenerationalTechnologyTraining
-
Pain Point – Pursuing productivity efficiencies without diluting depth of engagement
Expert: Chris Williams, Proposition Director, Nucleus Facilitator: Ben Wright, Director of Progress, Change Squared Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceClient ExperienceDataFinancial AdvisoryproductivityTechnology
-
Wealth Curve – Managing the new risks, rules and requirements
Expert: Jessica Reed, Partner, Financial Services, Farrer & Co Facilitator: Martyn Laverick, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceConsumerFCAFinancial AdvisoryFinancial EducationTechnology
-
Mind the gap! According to the FCA, more defined contribution pension pots were fully withdrawn in 2021/22 than in any previous financial year
Expert: Richard Parkin, Head of Retirement, BNY Mellon Facilitator: Kathy Ellison, Director, Savanta
17 October 2023New for 2023! Retirement Matters - October 2023
-
Evidencing Value – The impact of higher interest on propositions and pricing
Expert: Lucy Grier and Dan Fairweather, Benchmark Capital Facilitator: Svenja Keller, Founder & Director, SK Inspire
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdviceConsumer DutyFinancial AdvisoryPricingPrivate EquityTechnology
-
Regulate and Reform – Managing the new risks, rules, and requirements
Expert: Sandy McGregor, Head of Policy, SimplyBiz Facilitator: Rupert Neville, Senior Change Management Consultant
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdviceConsumer DutyFCAFinancial AdvisoryRegulationsustainable
-
Competitive Streak - Turning Consumer Duty into Opportunities
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director Change Squared
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
-
Under One Roof - What does the Future have in Store for Vertical Integration
Expert: Catherine Thirlaway, Alpha Consulting Facilitator: Don Wild, Founder, Wild Ochre Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AdviceAIConsumer DutyFinancial AdvisoryIndependent Financial AdviserIntegration
-
Branching Out. What will the future of advice look like?
Expert: Sonya Keshvara, Alpha Financial Markets Consulting
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023