All your Adviser 3.0 News, in one place!

Articles & Blogs

Considering Your Succession Plan?

Gunner & Co. are running a survey to understand the motivations driving business sales in the financial advisory market. Have your say!

Webinars & Events

The Case for Fixed Income: A Welcome Stability in Uncertain Times - RECAP

Discover how fixed income offers stability and yield potential in a volatile market, as discussed in our recent webinar with Daniel Farrell from...

Articles & Blogs

Estate Planning Moving Forward - A Two-Part Webinar Series

Octopus' two-part on-demand webinar series helps financial advisers and paraplanners to navigate the updates to IHT and identify new estate planning...

Webinars & Events

Beyond the Hype: How Forward-Thinking Advisers Are Using AI to Get Ahead - RECAP

Explore how AI is reshaping wealth management in our recent webinar with Madeleine Debney. Gain insights on technology, compliance, and enhancing...

Webinars & Events

The Age of Empires: Rebuilding in a Diverging World - RECAP

Explore key economic cycles, market shifts, and investment strategies from our recent webinar, offering insights for navigating today’s evolving...

Articles & Blogs

Consumer Duty and The Advice Gap

In this 3-min animation, Octopus bring to life the challenge for advisers of delivering great outcomes for clients with lower asset levels, whilst...

Articles & Blogs

Octopus Investments - A deep dive into the Residence Nil Rate Band

Watch this on demand webinar to help you gain a greater understanding of the Residence Nil Rate Band (RNRB) - introduced in April 2017.

Articles & Blogs

Indexing & The Paradox of Concentration of Return

Explore the power of indexing and the paradox of return concentration in equity markets, highlighting how a few stocks drive market returns over the...

Articles & Blogs

The Growth Imperative for Advisory Firms

Discover the growth challenges facing UK advisory firms and explore actionable insights to overcome them in 2025. Learn how strategy, people, and...

Budget Day Breakdown: How Today's Announcements Affect You

Today’s Budget announcement brings a fresh round of changes that could impact financial planning for many. To support you in navigating these...