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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Branching out - Expanding Across the Full Spectrum of Wealth
Expert: Vincent Tiseo, Global Head, Business Strategy, Goldman Sachs Asset Management Facilitator: Roderic Rennison, Catalyst Partners
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AssetConsumer DutyFinancial AdvisorygenerationalInvestmentsWealth
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Pulse Check - UK Financial Adviser Survey on Meeting Clients' Needs
Expert: Gillian Hepburn, Head of UK Intermediary Solutions, Schroders Facilitator: Helen Clark, Mint Blue Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
ClientConsumer DutyFinancial AdvisoryInterestInvestmentsPrivate Market
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Sense Check. How much does the paraplanner influence the final recommendation?
Facilitator: James Goad
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
AdviceConsumer DutyFCAFinancial AdvisoryInvestmentsManagement
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Risk-reward: Is it the adviser's role to promote sustainable investing?
Expert: Andy Ford & Fabian Wiesner Facilitator: Helen Clark
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Consumer DutyESGFinancial AdvisoryInvestmentsSimplifysustainable
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The Client Experience. Doing things 'a bit better' or rethinking the whole problem?
Expert: Farzana Khalil, Chief Customer Officer, Seccl and James Holmes Chief of Staff, Seccl Facilitator: Sarah Bennett (EY)
10 November 2022WealthTech Matters The Business - November 2022
AdviceClient ExperienceConsumer DutyInvestmentsTechnologyWealthTech Matters