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.
Owen James 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. A Meeting of Minds has, if nothing else, provided the opportunity for a group hug!
However now those storms are abating somewhat, the pressures are coming from the new pensions legislation and all that it entails as well as a surge in client confidence and their shift towards a spot of do it yourself! 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 Emily Landless on 01483 861 334 or email firstname.lastname@example.org.
- 30 Nov 2017
Lanesborough Hotel, Hyde Park Corner, London
This Meeting operates two streams - the CEO stream brings together those individuals who set the overall strategy for the firm - be it a national, network or consolidator. The second stream brings together those involved in setting/structuring the firm's product/proposition offering.
- 6 Feb 2018
St. Pancras Renaissance Hotel, London
- 26 Apr 2018
Aspire, Infirmary Street, Leeds
Findings from FINANCIAL ADVISORY
Latest from FINANCIAL ADVISORY
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
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
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
24 June 2016
As one of our favourite participants at A Meeting of Minds, we caught up with Nick Cowen from Statehouse Group for a quick bit of Q&A around his thoughts on the challenges his business is currently facing.
26 May 2016
The best day at this type of event I've been to in years