Ian Else of 4 Financial Planning: Adviser Insight

Octo Members
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3 Questions: Justin Onuekwusi

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Octo Podcast Episode 2 – Richard Philbin

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Phoebe Ellis of First Wealth explains ‘Lets Talk about Money’
Ian Else of 4 Financial Planning: Adviser Insight
Meeting The Next Generation: M&G’s de Quinsonas says ESG is crucial for understanding EM
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3 Questions: Justin Onuekwusi
Octo Podcast Episode 2 – Richard Philbin
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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…

Podcast: James Calder wants more accountability for wrongdoers to restore investor confidence in financial services

Octo Members
12 September 2019

A 28-minute listen.  James Calder, research director at City Asset Management,…

Financial advice: James Wetherall on why adviser ad valorem charging is really ‘pseudo-commission’

Octo Members
12 September 2019

Octo Member James Wetherall of Wetherall’s – a Manchester-based holistic financial…

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…

Video – Amy McManus of AM Marketing: Digital Marketing Trends for 2019

Octo Members
3 September 2019

A nine-minute watch. As part of our ongoing commitment to…

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