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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Behavioural finance- at look at investor decision making suitability and planning under stress
Behavioural finance- at look at investor decision making suitability and planning under stress
A Meeting of Minds - Winning Advisers North - 8 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients
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Behavioural Finance- at look at investor decision making suitability and planning under stress (s)
A Meeting of Minds - Winning Advisers South - 15 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients
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Direct Lending and Peer to Peer
Why is it the fastest growing asset class in the world right now?
A Meeting of Minds Advisory Distributors - June 2018
AlternativesFinancial AdvisoryMacro TrendsRiskTrends
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Powering Your Business – placing the adviser at the heart of the value chain
It shouldn’t come as a surprise that most of our delegates (71% in fact) use an in-house CIP approach for their investment portfolios; followed by 38% using a third party CIP approach, but maybe it is time to have a good look at all the options out there.
A Meeting of Minds Winning Advisers - October 2018
Advisory investment servicesArtificial IntelligenceData ScienceEngagementExperienceFinancial AdvisoryManagement InformationRiskTrends
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Preparing for growth: What can we learn from global high growth advisory firms?
The Advisor Benchmark study aims to understand global best practices in financial advice around the world, to help firms deliver better services and outcomes for clients. Leveraging data from the 2018 Benchmark study of over 1,300 advisory firms, this session discussed findings that relate to the characteristics of higher growth firms, relative to their lower growth peers.
A Meeting of Minds Winning Advisers - October 2018
AdviceAdvisory investment servicesCultureExperienceFinancial AdvisoryManagement InformationRetentionRiskTrainingTrends
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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