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... 2 months ago | 48 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 ... 7 months ago | 26 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... 11 months ago | 39 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... 4 months ago | 31 mins Dispelling the myths of crypto investments Veronica Mihai, Mentor in blockchain, crypto and fintech & Bridget Greenwood, The Bigger Pie Panacea is running a series of masterclasses to provide clarity on the complex world of cryptocurrency. The issues: In June 2021, the FCA extended t... 12 months ago | 47 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... 2 months ago | 29 mins Demystifying the Challenges to IFR (Investment Firms Regulation): The Last Mile Stefan Röth (PwC), Dr. Michael Britze (PwC), Peter Krafft (Mizuho Securities), Richard Moss (AxiomSL), Mahim Mehra (AxiomSL) Beginning in June 2021, investment firms must comply with the new challenges to IFR, which, in theory, should simplify their capital and liquidity reg... 1 year ago | 67 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 How to Read Financial News More Effectively: Tips from Six Investors Rob Martorana, Brian Gilmartin, Marc Gerstein, Jeff Miller, Ed Stavetski Six veteran investors explain how they cut through the clutter of sensationalism and pseudo-analysis that litter the landscape of today's financial jo... 3 years ago | 62 mins Cryptocurrency & blockchain 101 Eléonore Blanc, Founder CryptoCanal, Crypto & blockchain educator & Bridget Greenwood, The Bigger Pie Panacea is running a series of masterclasses to provide clarity on the complex world of cryptocurrency. The issues: In June 2021, the FCA extended t... 12 months ago | 46 mins Load more
