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

TISA’s Stenning: ‘Fail frequently, win big’

Octo Members
7 September 2021

Tony Stenning is chairman at The Investing and Savings Alliance,…

Mann: Platform disruptors? Let’s wait and see

Octo Members
6 September 2021

iNED Peter Mann kicks off this month’s expo on Building…

Lexington’s Shute on shaping the client’s roadmap

Octo Members
2 September 2021

A 25 minute listen. The Money Plan author on loyalty,…

Software is key to better client outcomes and profitability

Octo Members
23 August 2021

North London-based planner joins our Adviser Insight series A 27…

Stocks for growth and bond for protection, isn’t that what the books tell us?

Octo Members
12 August 2021

A 38 minute watch. What about Convertible Bonds? Where do…

Andy Brown and Greg Parson discuss whether MBS have gone from a risk too far to a risk well understood?

Octo Members
9 August 2021

I virtually sat with Greg Parsons, CEO of Semper Capital Management and…

Cathi Harrison on innovating a new entrant process

Octo Members
30 July 2021

A 14-minute view.    In this short interview for our…

Behavioural science enhancing financial advice

Octo Members
26 July 2021

A 40-minute view.  In this very good-humoured session with Brian Portnoy Ph.D. CFA…

What is an innovation lab?

Octo Members
23 July 2021

A 23-minute view.   In the latest in our Festival of…

Raoul Pal of Real Vision on the ‘exponential trend of innovation’

Octo Members
14 July 2021

A 45-minute view.  In this fascinating interview with Raoul Pal,…

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