Octopus Investments
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.
Published in
Articles
Tagged under
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.
Published in
Articles
Tagged under