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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What next for long term savings?
When advising a client on a long term savings strategy, choosing the right tax wrapper is just as important as choosing the right investment strategy.
A Meeting of Minds Advisory Distributors - June 2018
AlternativesEmerging MarketsExperienceFinancial AdvisoryJourneyReal EstateSegementation