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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Change Catalyst - Consumer Duty’s challenges and opportunities
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director of Progress, Change Squared Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
CommunicationConsumer DutyESGFinancial AdvisoryvalueVulnerable client
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Risky Business - Selling in the time of the Consumer Duty
Expert: John Chapman, Director, Catalyst Partners Facilitator: Martyn Laverick, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
Consumer DutyDataDue DiligenceFinancial AdvisoryM&APricing
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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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Competitive Streak - Turning Consumer Duty into Opportunities
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director Change Squared
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AdviceCommunicationConsumer DutyDataFinancial Advisoryvalue
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Doing Your Duty - Are Advisers now at Risk of an Identity Crisis?
Expert: William Marshall, Hymans Robertson Investment Services Facilitator: Paul Miles, Silverback Consultancy
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Consumer DutydistributionFCAFinancial AdvisoryRegulationStructure
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M&A Perspectives - What can we Expect to see Happen with PE?
Expert: Roderic Rennison, Partner, Catalyst Partners Facilitator: Don Wild, Founder Wild Ochre Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Consumer DutyFinancial AdvisoryM&AMarket TrendsTechValuation
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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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Under One Roof - What does the Future have in Store for Vertical Integration
Expert: Catherine Thirlaway, Alpha Consulting Facilitator: Don Wild, Founder, Wild Ochre Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AdviceAIConsumer DutyFinancial AdvisoryIndependent Financial AdviserIntegration
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Making businesses more efficient: The critical factors for advisers in the selection, management, and integration of technology
Facilitator: Helen Clark Expert: Andrew Smith and Damian Smyth
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Consumer DutyDataFinancial AdvisoryIntegrated systemsInvestment PlatformTechnologyTechnology strategy
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Price is what you pay, value is what you get. Can the consumer duty help?
Expert: Blair Anderson, Dimensional Fund Advisors Facilitator: Martyn Laverick
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
AdviceBusiness ModelConsumer DutyDataFinancial AdvisoryHybrid
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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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Consumer Duty Calls. Is it time to dial up the dialogue with the FCA?
Expert: Chris Shaw, Dundas Consulting Ltd Facilitator: Roderic Rennison: Catalyst Partners Ltd
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
ClientConsumer DutyFCAFinancial AdvisoryRegulationRegulatorsRisk