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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Clients of the Future. How to be more perceptive and receptive
Expert: Marie-Laure Humbert, Goldman Sachs Asset Management Facilitator: John Chapman: Catalyst Partners Ltd
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
ClientFemale clientsFinancial AdvisoryIndependent Financial AdviserTechnologyWealth management
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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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Fair Trade. The opportunities and challenges of M&A for growth in the current market environment
Expert: John Chapman, Catalyst Partners Ltd Facilitator: Roderic Rennison, Catalyst Partners Ltd
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AcquisitionFinancial AdvisoryIndependent Financial AdviserM&AMergerValuationWealth management