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 Using Financial Data to Accelerate Your Budgeting and Planning Rami Ali, Sr. Product Marketing Manager, NetSuite | Mike Mackevicius, Planning and Budgeting Specialist, NetSuite Make life easier with faster, simpler budgeting. Successful budgeting entails two things: having your financial data centralized in a single location,... 3 months ago | 20 mins Getting Out of Your Own Way in 2023 Lynn Howard, Entrepreneurial Development Strategist We’re quickly approaching the end of the year and it’s time to set your sights on 2023. We commonly get in our heads, allow others to dim our lights, ... 2 days ago | 65 mins Understand Equity Release in the Current Climate and How It Can Help Customers Ashley Sampson, Business Development Manager, Pure Retirement Pure Retirement are lifetime mortgage specialists for intermediaries only. Business Development Manager, Ashley Sampson will be discussing how equity ... 2 weeks ago | 34 mins An introduction to Business Relief Rebecca Ward, Associate Director, Product Development; Andy Howe, Partner, Sales Director Join Downing’s Rebecca Ward and Andy Howe, who will introduce and discuss the importance of Business Relief (BR) and the unique Inheritance Tax (IHT) ... 1 month ago | 44 mins The pension time bomb | Han Yik | FTSE Russell Convenes Han Yik, Former Head of Institutional Investors at the World Economic Forum In this episode of FTSE Russell Convenes, Han Yik, Former Head of Institutional Investors at the World Economic Forum, discusses what he calls the Pen... 1 week ago | 18 mins The Life of an Apache Iceberg Query Alex Merced Apache Iceberg offers the tools for query engines to make fast and efficient query plans on your data lakehouse. In this webinar, we’ll learn how Iceb... 2 months ago | 61 mins Gr8 Debate: Equity release - Resilience in crisis Octo members Equity release has demonstrated its resilience even as the country has faced multiple crisis while building in more consumer protections says Jane Mul... 4 weeks ago | 21 mins A Vision for the Hospital of the Future Webinar Lea Sims & ZDoggMD (Dr. Zubin Damania) What does the hospital of the future look like? As healthcare decentralizes to the home and community, hospitals will need to evolve toward new model... December 7, 2022 7:00pm Vulnerability and the cost-of-living crisis: The impact on later life lending Marie Catch, Head of Mortgage Market Development. Customer Outcomes Manager, Danielle Faulkner, Legal & General Home Finance As consumers begin to feel the pinch of the cost-of-living crisis, it’s crucial for advisers to ensure they cater to all their client’s needs. Underst... 2 months ago | 47 mins Just Covered Podcast: Ep1 - Can social media help you prepare for consumer duty? Hazel Johnston, Wayne Holcombe and special guest Adrian Benjamin (Wealth Protection Adviser, Precise Protect) Welcome to the first episode of Just Covered. These short conversations are designed by advisers, for advisers to explore current topics of interest... 1 month ago | 26 mins Load more
