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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Onwards and upwards. Planning for a successful retirement in challenging times
Expert: David Lane, Partner, and Business Development Technical Director, LGT Wealth LLP. Facilitator: Roderic Rennison, Rennison Consulting Ltd www.rennisonconsulting.com
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
CIPClient ExperienceCRPFCAFinancial AdvisoryInvestmentsPensionPension adviceRegulationRegulatorsRetirement
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Open Banking and Open Finance
Open finance is expected to take the concept of interconnected systems and transparency initiated by open banking and expand its reach across the broader financial spectrum, including pensions and investments. Yet open banking’s take-up has failed to meet its hype, despite the obvious efficiencies. This session looked at the opportunities, barriers and possibilities for the wealth management and financial planning sectors and their clients.
24 September 2020WealthTech Matters - The Adviser
APIClient ExperienceInvestmentsMindful ofOpen BankingPension
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Unlocking the power of financial advice
Unlocking the power of financial advice
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
COVIDFinancial AdvisorygenderInvestmentsPensionRetirement
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Faster, lower cost, just as accurate – how ETF's are set to transform wealth management
There has been tremendous growth in ETF products over the last 15 years. With the increasing complexity and range of ETFs there has been increased take-up by investors of all kinds.
A Meeting of Minds Asset Management - 19 September 2019
Asset ManagementETFETF'sETFsInvestmentsliquidityPensionretail