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!

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...

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...

Articles & Blogs

The Paradox of Adviser Consolidation

Consolidation in the UK adviser market faces unintended consequences. Entrepreneurial advisers break away to form new firms, challenging the growth...

Articles & Blogs

UK Active Funds Flounder as Index Fund Gain Market Share

UK Index Funds are on the rise, outperforming active funds as investors flock to passive investing. Find out how the 'Bull Market Subsidy' is...

Articles & Blogs

Where Does The Good Go?

Cheshta Dhingra talks about how Stewardship in investing has allowed sustainability and profitability to coexist.

Articles & Blogs

Cash flow modelling a game-changing new retirement income planning solution is only a few taps away.

Jean-Paul Grenade, Director of Retirement Income Distribution at Just Group, discusses a new game-changing retirement income solution that you can...