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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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
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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
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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
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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
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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
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Sense Check. How much does the paraplanner influence the final recommendation?
Facilitator: James Goad
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
AdviceConsumer DutyFCAFinancial AdvisoryInvestmentsManagement
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Now or never: How technology is shaping the future of financial advice
Expert: Akos Szalay Head of Product- Wealth Portal Dorsum Ltd Facilitator: Brod Whiting
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
AdviceDataFinancial AdvisoryPortalTechnologyWealth management
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Price is what you pay, value is what you get. Can the consumer duty help?
Expert: Blair Anderson, Dimensional Fund Advisors Facilitator: Martyn Laverick
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
AdviceBusiness ModelConsumer DutyDataFinancial AdvisoryHybrid
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The Client Experience. Doing things 'a bit better' or rethinking the whole problem?
Expert: Farzana Khalil, Chief Customer Officer, Seccl and James Holmes Chief of Staff, Seccl Facilitator: Sarah Bennett (EY)
10 November 2022WealthTech Matters The Business - November 2022
AdviceClient ExperienceConsumer DutyInvestmentsTechnologyWealthTech Matters
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The financial advice revolution is here. How digital advice is enhancing, not replacing the financial adviser
Expert: Chet Velani Facilitator: Chris Shaw
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
AdviceDigitalFinancial adviserHybridRetail Financial Services
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The Human Touch. Hybrid advice, technology and the role of the adviser
Expert: Chris Shaw, Dundas Consultants. Facilitator: Chris Baigent-Reed
14 June 2022WealthTech Matters The Adviser - June 2022
AdviceClientFinancial adviserHybridMindful ofTechnologyvalue
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Retirement drawdown. Delivering better client outcomes through technology
Expert: Paul Hogg, Senior Business Development Manager at EV. Facilitator: Joseph Marti, Associate Director, Alpha FMC
10 March 2022WealthTech Matters The Client - March 2022
AdviceClient ExperienceConsumerMindful ofPensionPension adviceTechnology