Ian Else of 4 Financial Planning: Adviser Insight

Octo Members
25 April 2022

3 Questions: Justin Onuekwusi

Octo Members
30 March 2019
Phoebe Ellis of First Wealth explains ‘Lets Talk about Money’
Ian Else of 4 Financial Planning: Adviser Insight
Financial advice: Felix Milton on pushing the regulator to enforce industry-wide charters, and encouraging his peers it’s a ‘rewarding career’
3 Questions: Justin Onuekwusi

BMO’s Gary Potter on multi-asset funds’ ‘biggest con’

Octo Members
18 November 2019

A 21-minute watch.  In this must-watch interview, Gary Potter, co-head of…

Multi-manager: BMO’s Gary Potter on what makes a great fund manager

Octo Members
18 November 2019

A 2-minute watch. Gary Potter is co-head of multi-manager solutions at…

Advisers: Sandringham’s Sargisson on why ‘as a profession, we are still too adviser focused’

Octo Members
18 November 2019

A 34-minute watch.    Tim Sargisson is chief of Sandringham…

Advisers: Tim Sargisson on why he thinks regulation has been ‘extraordinarily good’ for the industry

Octo Members
13 November 2019

A 90-second watch.    Tim Sargisson is chief of Sandringham…

Advisers: Roy McLoughlin on the power of storytelling

Octo Members
13 November 2019

A 24-minute watch. Sam Shaw met with Cavendish Ware’s Roy Mcloughlin recently….

The Cut (w/c 4th November): Marcus asks ‘how do you get paid?’ as he rounds up the week on Octo

Octo Members
11 November 2019

A 2-minute watch. Marcus de Silva takes a look at what’s relished,…

Octo Selectors Series: James Klempster on how to keep managers in check on fund capacity

Octo Members
11 November 2019

A 14-minute watch.    In our latest Octo Selectors Series…

Multi-asset: Momentum’s James Klempster on how to find “the best combination of asset classes, worldwide”

Octo Members
11 November 2019

A 1-minute watch. Continuing with our weekly Octo Selectors Series,…

Financial planners: Steve Martin on why ‘in anything in life, you can’t be too curious’

Octo Members
7 November 2019

A 28-minute watch.    Steve Martin is a CFP and chief…

Popular Tags.

Download the first private community app for UK financial services professionals