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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The Great Balancing act, building investment strategies for decumulation
Expert: Richard Parkin, Managing Director, Richard Parkin Consulting, Facilitator: Paul Miles, Silverback Consultancy
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdvisorsBusiness developmentDecumulation marketFinancial Advisory