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

Investments: Ben Raven on how to how to protect your clients’ money in the event of a market meltdown

Octo Members
19 September 2019

A 25-minute watch. Ben Raven is director at Tavistock Wealth, and…

Tavistock Wealth’s Ben Raven on why ‘DTC clients could be in store for a short, sharp and brutal lesson’

Octo Members
19 September 2019

A 2-minute watch. Ben Raven is director at Tavistock Wealth, and…

Adviser branding: communications ‘too complex’, says Simon Barbato

Octo Members
17 September 2019

A 1-minute watch. Simon Barbato heads up branding consultancy firm Mr…

The Cut: The most engaged debates on the app this week

Octo Members
16 September 2019

A 2-minute watch. Marcus looks at the week on Octo.

Adviser marketing: Simon Barbato on ‘distinctiveness’ as the key to brand, and how to achieve it

Octo Members
13 September 2019

A 35-minute watch.  Simon Barbato is the chief of brand consultancy…

Adviser marketing: Simon Barbato on why advisers may be making their branding too complex

Octo Members
12 September 2019

A 1-minute watch. Simon Barbato is chief of Mr B &…

Weekly round-up: What’s been driving member discussion at Octo

Octo Members
9 September 2019

A 2-minute watch. Marcus discusses the debates on the app…

Investing: Andrew Herberts on why UK equities are still cheap, so long as you ‘hold your nose’

Octo Members
9 September 2019

A 22-minute watch.     Andrew Herberts, investment director, Canaccord Genuity Wealth…

Fund selection: James Calder reveals the one question he always asks fund managers

Octo Members
9 September 2019

A 1-minute watch. James Calder is research director at City Asset…

Micro-cap: Ken Wotton on the liquidity profile and 2019 surge in M&A

Octo Members
4 September 2019

A 9-minute watch. Ken Wotton is managing director of quoted investments…

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