Displaying items by tag: Octopus Investments
Monday, 16 May 2022 10:43
Only 1 in 10 Planners expect to retain assets on wealth transfer
Only 10% of Financial Planners are very confident they would retain assets under advice when wealth is transferred to clients’ family members, according to new research.
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Thursday, 21 May 2015 09:25
Later life adviser group ties up deal with Octopus
SOLLA Enterprises, part of SOLLA (the Society of Later Life Advisers), has announced a marketing tie-up with Octopus Investments to promote its growth in the later life adviser market.
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