Perhaps better known as IFA World! Through our two events: A Meeting of Minds Advisory Distributors and Winning Advisers, we have developed a vital understanding of the issues affecting the engine of financial advice. In April 2018, Owen James Events launched Winning Advisers – the Regional Roadshow, with the aim to widen the opportunity for independently spirited financial advisory firms across the country to do better business.
Owen James Events are thoroughly embedded in IFA world. As you will no doubt agree, the RDR has encouraged this part of the industry to share best practice and understanding of the huge number of changes which have swept through during the last eight years. And if that were not enough, the industry has had to weather this change with one of the most prolonged recessions ever.
Now that the storms are subsiding to some extent, new challenges are emerging from the recent pension legislation and its complexities. Additionally, there's a notable increase in client confidence, leading to a growing trend of do-it-yourself approaches. So as you can imagine the conversations never really dry up!
If you would like to find out more about these events, do please call John Hall on 01483 861334 or email johnhall@owenjamesgroup.com
Or request an invitation here: Event Invitation Request (owenjamesevents.com)
Events
- 21 Nov 2024
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL
This Meeting brings together the 'C Suite', who set the overall strategy for the firm - be it a national, network or consolidator, and those key individuals who are involved in setting their firm’s proposition strategy in terms of the products and funds they market to their clients.
A Meeting of Minds - Advisory Distributors - 21 November 2024
21 Nov 2024The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL
The Future of Advice - The Defaqto Adviser Conference
26 Nov 2024The National Conference Centre
Coventry Rd, Solihull, B92 0EJ
Findings from Financial Advisory
Ensuring Compliance With The FCA's Sustainability Disclosure And Labelling Regime
Expert: Neil Hill, Partner - Head of Adviser Team, Tribe Impact Capital Facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
Financial AdvisoryWinning AdvisersFCAInvestmentsPerformanceRegulationsustainable
What Changes To The Tax Treatment Of Pensions, Inheritance And Allowances
Experts: Paul Speight, Business Development Director, Ingenious Facilitator: Don Wild, Founder, Wild Ochre Consulting
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
Financial AdvisoryWinning AdvisersInheritancePensionPersonal goalspolicytax
The Rise Of Evidence-Based And Passive Investing
Experts: Hugo White, Business Development Manager, Timeline Facilitator: Michael Lawrence, Principal Consultant, Bovill
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
Financial AdvisoryWinning AdviserscosteducationGoals-based planningpassive investingPortfolios
Latest from Financial Advisory
2. PLUGGING INTO THE MILLENNIAL OPPORTUNITY - HOW CAN WE GET THEM MORE ENGAGED IN FINANCIAL SERVICES?
VICE teamed up with OWEN JAMES EVENTS to put together a series of breakfast briefings for Chief Marketing Officers / Directors from across the financial services sector. The objective was to work through the challenges we face winning the hearts and minds of the Millennials and explore whether we can spark some innovative thinking around finding practical, innovative ideas to get Millennials engaged with financial services. This is part 2 of a 3 part article by John Hall, Head of Retail at Owen James Events.
12 January 2018A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking
1. PLUGGING INTO THE MILLENNIAL OPPORTUNITY – HOW CAN WE GET THEM MORE ENGAGED IN FINANCIAL SERVICES?
VICE teamed up with OWEN JAMES EVENTS to put together a series of breakfast briefings for Chief Marketing Officers / Directors from across the financial services sector. The objective was to work through the challenges we face winning the hearts and minds of the Millennials and explore whether we can spark some innovative thinking around finding practical, innovative ideas to get Millennials engaged with financial services.
11 January 2018A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking
Choosing the right business partners to flourish in today's environment and future proof your business.
Last week we interviewed Pollyanna Harper, Head of iShares UK Intermediary Sales at Blackrock iShares, to hear her views on the industry and the challenges within it.
20 April 2017
Financial AdvisoryWealth Management and Private BankingInterviewNews
Launching oneMind - our new digital solutions platform
Owen James is proud to announce the launch of oneMIND – a digital platform for Wealth Managers and Private Banks to table their biggest challenges, and by tapping into the ‘crowd’ identify the best actionable ideas and solutions.
30 March 2017
Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking
Building a Culture of EveryDay Innovation – what are you waiting for?
Let’s talk about building a culture of EveryDay innovation. It’s one of our favourite topics, not just because I’ve written a book on it but because it really matters. As leaders we have to be thinking about innovation at a cultural level as we seek to evolve our organisations to become next generation businesses. Oh, and just to be clear, getting this right delivers game-changing, business transforming results. And, so why wouldn’t we want to talk about it!
25 October 2016
Financial AdvisoryRetail Financial ServicesWealth Management and Private BankingPiece of Mind
I would like to thank Evie and the team who are always very attentive and gracious hosts.
