The Findings

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.


Results shown by:

  • The State of the Nation: what is ‘really’ going on in wealth management and advisory firms, and how can technology help increase profitability?

    20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019

    AdviceAdvisorsBehavioursClientEngagementJourneyTechnologyWealth Management and Private Banking

  • Who is the CEO of your business?

    27 November 2018A Meeting of Minds Advisory Distributors - November 2018

    AdviceBehavioursEngagementFinancial Advisory

  • Personal finance goes digital. How ready are you? - October

    Personal financial management is on the cusp of a fundamental transformation. For many years, the traditional face-to-face advisory model has provided a service to the minority of the population who can afford it. A confluence of factors including regulatory change and technological progress are now combining to enable a new means of customer engagement. With banking services slowly but surely moving towards being mobile-first, digital innovators have wealth management in their sights as an industry that is ripe for disruption. Meanwhile, a shift in pensions responsibility from the corporate to the individual and the rise of the gig economy has put retirement affordability, and more generally personal financial wellbeing firmly in the spotlight. While traditional financial advice remains unattainable for most, a suite of digital products and services are being developed to fill the gap. Disrupt or be disrupted- attempts to create new, viable business models for the digital age will flounder unless people and organisations are willing to disrupt themselves.

    Emily LandlessA Meeting of Minds Winning Advisers - October 2018

    AdviceDigitalEngagementExperienceFinancial AdvisoryMobile

  • Residential property as a wealth planning vehicle

    Direct property investing is hugely popular in the UK, Whether people buying a home to live in, or as part of a Buy-to-Let portfolio. The average house price in England and Wales has risen by over 300% since 1996.There is £1 trillion housing equity held by the over 65s however, recent changes to taxes, notably increased stamp duty as well as more stringent taxation on property income for Buy-To-Let investments made such investments less attractive for some investors. These changes, coupled with other trends such as online investing, and the emergence of crowdfunding and peer-to-peer lending, has led to a flurry of new players in the market offering “Alternative options to invest in residential property”. While direct property investment is a market most advisers don’t get involved with, there are a lot of new opportunities for investors. Shouldn’t you be helping your clients navigate through this new landscape. Equity Release as a brand has a poor historical reputation due to the way it has been sold and who it has been sold to. But given a lot of wealth is locked up in residential property, how can adviser help clients assess Equity Release as an option for cash flow and financial planning ? What will Brexit mean for UK residential property?

    A Meeting of Minds Winning Advisers - October 2018

    AdviceEmerging MarketsEngagementFinancial AdvisoryJourneyReal EstateRiskTrends

  • The Future of Platforms

    With platforms being a market that has seen significant growth in the last five years, doubling from £250bn to £500bn assets under administration (AUA), with more customers than ever deciding to use a platform to manage their money, what do we think about the FCA's proposed remedies to improve competition? Is it encouraging that the FCA has recognised the important role of platforms in the value chain? How can the market truly deliver the benefits it is intended to provide? What do you want from a platform – a transactional hands-off relationship or a long-term, deeper relationship with a business that can offer practice management support for the growth of your business for the benefit of your client? Platforms hold a huge amount of data on fund flows, contribution levels, withdrawals, dividend reinvestment, cash management etc – and are uniquely placed to see trends across clients at an aggregate level across all advisers within your business, all advisers in your region and across all advisers using the platform –in total – what value might this platform insight be of to you as a business owner and for your advisers and paraplanners?

    A Meeting of Minds Winning Advisers - October 2018

    AdviceAdvisory investment servicesArtificial IntelligenceDigitalEngagementExperienceFinancial AdvisoryMobileTrends

  • Your clients are investing in lending: can you afford to ignore it?

    As you may know Direct Lending was the world's fastest growing asset class in 2017. Changes to banking regulation post-2008 have led to its rapid growth and acceptance amongst institutional investors. Despite its recent popularity, it's something many advisers haven't worked with much but can you really afford to ignore it? We believe the answer is No. In this session, we will focus on the opportunity for advice. The majority of UK retail investors in Direct Lending have invested without advice, thanks in part to the strong growth of the Innovative Finance ISA and the very low rates available on Cash ISAs. But are investors taking on risk without understanding it? And does this mean there is an opportunity to advise?

    AdviceArtificial IntelligenceBehavioursDigitalEngagementTrends