Incorporating Property Into Financial Planning
Despite property wealth (i.e. the equity one has in their home and investment properties) being such an important part of the wealth accumulation...
Join Abraham Okusanya & Brett Davidson for a deep dive into Brett's research into scaling financial planning firms - the what, the why and the how to support scalable growth and better outcomes for clients.
Despite property wealth (i.e. the equity one has in their home and investment properties) being such an important part of the wealth accumulation...
In this 3-min animation, Octopus bring to life the challenge for advisers of delivering great outcomes for clients with lower asset levels, whilst...
Consolidation in the UK adviser market faces unintended consequences. Entrepreneurial advisers break away to form new firms, challenging the growth...