professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Octopus

Octopus Money: Why a Seccl-backed platform integration is for us

Your profession

Octopus Money: Why a Seccl-backed platform integration is for us

'Technology and compliance acts as an anchor in the industry'

clock 18 April 2024 • 1 min read
'Adviser in their pocket': Digital advice will serve lower value clients

Your profession

'Adviser in their pocket': Digital advice will serve lower value clients

Digital advice great first step for people who are ‘scared of money’

clock 29 September 2022 • 2 min read
Advisers must 'educate and motivate' clients on IHT planning

Tax planning

Advisers must 'educate and motivate' clients on IHT planning

PA360

clock 03 May 2022 • 2 min read
Exclusive David Ferguson interview: Platform switching activity to rise in 'redefined' market

Platforms

Exclusive David Ferguson interview: Platform switching activity to rise in 'redefined' market

Ferguson to run Octopus-owned Seccl

clock 20 January 2022 • 3 min read
Financial coaching: Is this the next avenue for advice firms?

Your Business

Financial coaching: Is this the next avenue for advice firms?

'Big in 10 years'

clock 09 November 2021 • 6 min read

Investing in the profession

Seccl offers free code training programme for advisers

Online course

clock 13 July 2021 • 1 min read

Companies

Octopus acquires Hatch Financial Coaching

Financial coaching for mass market

clock 07 April 2021 • 1 min read

Wrap/platforms

Chris Smeaton: From James Hay to Nucleus… all roads lead to FNZ

Lessons from Bridgerton

clock 12 February 2021 • 5 min read

Investment

The seven UK equity funds halving the FTSE's losses during the pandemic

The products bucking the trend

clock 11 May 2020 • 1 min read

Companies

Octopus completes £10m wealth tech firm acquisition

Buys Seccl to grow business

clock 11 September 2019 • 1 min read
123
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=octopus