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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Obstacle Course - Overcoming the productivity hurdles in the front and back-office Advisory Distributors June 2024
Expert: Caroline Deutsch, Head of UK/EMEA Marketing, SEI Facilitator: Helen Clark, Mint Blue Consulting
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
AIClientCultureFinancial AdvisoryM&AproductivityTechnology
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Process transformation - Ensuring a ROI is the key to success when investing in wealth technology
Expert: Nigel Armstrong (SS&C Blue Prism) Facilitator: Niall Buggy (Sionic)
21 March 2023WealthTech Matters The Client - March 2023
Consumer DutyDataEmployeesM&ATechnologyWealthTech Matters
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Seizing the Opportunity for Growth: to buy or to build (Inorganic vs Organic growth)?
Expert: John Chapman: Catalyst Partners Ltd Facilitator: Roderic Rennison: Catalyst Partners Ltd
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Financial AdvisoryIndependent Financial AdviserM&AMarket TrendsOrganic GrowthTechnology