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

Adviser Technology: Tessa Lee on the best way to test new tech coming into your business

Octo Members
31 October 2019

A 24-minute watch. Tessa Lee is MD of moneyinfo, a fintech…

Adviser Tech: Tessa Lee on the two areas advice firms should focus when thinking about adopting new technology

Octo Members
30 October 2019

A 2-minute watch. Tessa Lee is MD of moneyinfo, a…

Pat Connolly on why the increased popularity of drawdowns is ‘concerning’

Octo Members
30 October 2019

A 2-minute watch. Patrick Connolly is a CFP and head of communications…

The Cut (25th October): Marcus looks at the biggest debates on the app this week

Octo Members
30 October 2019

A 2-minute watch. Marcus rounds-up the week on Octo. 

Jason Butler on the changes to retail financial services in an ‘era of transparency’

Octo Members
30 October 2019

A 33-minute watch.    Jason Butler describes himself as both intrepreneur…

Investing: David Coombs on why gold & puts are the ‘defensive cornerstone’ of his portfolios

Octo Members
30 October 2019

A 2-minute watch.    David Coombs heads-up multi-asset at Rathbones,…

Investing: David Coombs on understanding the real systemic impact of ETFs on markets

Octo Members
30 October 2019

A 20-minute watch.  In our latest Octo Selectors Series video…

Advisers: Nick Lincoln on why ‘financial planning drives everything’, and the quick wins that ‘mark you out as different’

Octo Members
30 October 2019

A 27-minute watch.    Nick Lincoln runs financial advice firm Values…

Adviser Nick Lincoln on picking up the market return for your ‘unborn grandchildren’

Octo Members
30 October 2019

A 2-minute watch. Nick Lincoln is an IFA and set up…

Financial education: Jason Butler on choosing investment solutions with the ‘fewest moving parts’

Octo Members
30 October 2019

A 1-minute watch. Jason Butler is head of financial education at…

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