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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How businesses need to prepare for the clients of the future – session 1
Facilitator: Rod Bryson, TATA Consultancy Services Expert: James Holmes, SECCL
28 November 2024WealthTech Matters The Business - November 2024
complianceLegacy SystemsRelationshipsStrategyWealth TransferWealthTech Matters
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Wealth Transfer. What are the opportunities, and how can you address them?
Facilitator: Ben MacGregor Expert: Gillian Schofield
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
Female clientsFinancial AdvisoryInvestmentsPersonal goalsStrategyWealth TransferWealth Transfer Generation GapYour clients