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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Wealth Curve – Managing the new risks, rules and requirements
Expert: Jessica Reed, Partner, Financial Services, Farrer & Co Facilitator: Martyn Laverick, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceConsumerFCAFinancial AdvisoryFinancial EducationTechnology
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Regulate and Reform – Managing the new risks, rules, and requirements
Expert: Sandy McGregor, Head of Policy, SimplyBiz Facilitator: Rupert Neville, Senior Change Management Consultant
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdviceConsumer DutyFCAFinancial AdvisoryRegulationsustainable
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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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VULNERABLE CLIENTS…IS THE CURRENT GUIDANCE FROM THE FCA ENOUGH?
Experts: Jessica Reed, Richard McDermott, Charlotte Fraser, Partners from Farrer & Co and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
AdviceClientCommunicationcomplianceEngagementFCAJourneyRegulationTrainingVulnerableVulnerable clientWealth Management and Private Banking