Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Introducing IEP Apex: A new type of BR service with no-cost IHT cover Simon Harryman & Matt Dickens, Senior Business Development Directors at Ingenious Join us to learn how IEP Apex – a new type of BR service with no-cost IHT cover – can help you improve outcomes for your clients and their beneficiari... 4 months ago | 48 mins Are you sitting on a data goldmine in your business? Helen Tanner, Founder, Data3 Did you know that many Advisory businesses are sitting on an untapped source of business revenue - hidden away in their data? Businesses are often pa... 6 months ago | 31 mins The CEO Interview: David Ferguson & John Lappin John Lappin and David Ferguson David Ferguson joined Seccl earlier this month (April 2022) as our new CEO. In one of his first public appearances in the role, he’ll speak to Joh... 4 months ago | 29 mins Finsec: Cybersecurity in Finance Elena Kozhemyakina, Fintech4Funds | Prakash Sinha, Radware | Yuri Livshitz, Planview | Ian Mitchell, The Knoble Covid-19 triggered a drastic acceleration in the digital transformation of businesses across industries. As companies sought to enable remote working,... 11 months ago | 64 mins New ERA, new thinking Martin Lines What does the future of retirement planning look like? In recent months there has been a lot of focus on retirement income advice. Whilst most of the... 1 year ago | 33 mins How to grow your wealth management business Alex Sardinha, Founder, Inonda Marketing If you would like help building your Wealth Management business, then this webinar will show you how. Join award-winning lead generation digital age... 1 year ago | 26 mins Beating the later life planning challenges of 2021: tax, volatility and care Simon Harryman, Matt Dickens, Simon Palmer Our industry has adapted quickly to absorb the seismic changes brought about by the pandemic. We know that 2021 poses a range of challenges when it co... 2 years ago | 47 mins What does the future of advised investment propositions look like for IFAs? William Marshall, Partner, Hymans Robertson Investment Services The events of 2020 put paid to many of our plans and predictions for the new decade. However, as the world slowly gets back to normal, Hyman’s Roberts... 1 year ago | 39 mins How wealth managers can help to close the care planning gap Matt Dickens, Senior Business Development Director, Ingenious and David Nugent, Managing Director, Grace Consulting We have teamed up with Grace Consulting, one of the UK’s leading care advisory services, who will explain how wealth managers can play an integral rol... 1 year ago | 47 mins Learn new ways to use LinkedIn to grow your business Alex Sardinha, Inonda Whilst LinkedIn needs no introduction, many people still view it as an electronic CV. This may have been the case a few years ago, however now it’s a ... 9 months ago | 26 mins Load more
