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 Guaranteed Income - The level's in the detail Martin Lines In the current economic climate, the outlook for fixed income has become challenging, especially since interest rate increases can have a detrimental ... 3 days ago | 38 mins Defaqto CPD: Early evolution of ESG/Sustainable Investment market Danny Luggah, Defaqto. Nick Peters, Fidelity International. Maria Municchi, M&G Investments Defaqto - The early evolution of ESG - part 1, presented by Danny Luggah, Investment Specialist Fidelity International - Building a multi-asset ran... 1 year ago | 60 mins Creating and managing an investment proposition – Part 3 Jim Thompson, CAIA – Investment Consultant at Defaqto In this third webinar in our series, Jim Thompson, CAIA – Investment Consultant at Defaqto, will focus on asset allocation. Jim Thompson will cover ... 1 year ago | 32 mins Defaqto CPD: The Benefits of Investment Trusts Vincent Ropers Co-Portfolio Manager and John Newton BDM The Benefits of Investment Trusts – presented by Wise Funds Learning objectives: To detail the key components of investment trusts. To explain how in... 1 year ago | 42 mins Welcome to Seccl’s API Academy: an open day for all Annabel Melvin, Senior Account Executive at Seccl Join us for an introduction to our API Academy course – an annual course designed to teach the basic coding skills required to extract and input data ... 10 months ago | 17 mins Managing your finances around a divorce John Williams, head of wealth planning and Pippa Vick, paraplanner. With the pandemic having pushed couples to spend significant amounts of time together and the law for England and Wales changing in the autumn of 2021... 2 years ago | 32 mins OCTO TUNEUP – Myth Busting with Prudential Octo Members App Les Cameron, Head of Technical, and Colin Simmons, Business Development Manager at Prudential have been myth-busting as part of our Tune-Up series. 6 ... 1 year ago | 66 mins TAM and Defaqto Present: ESG - Greenwashing and Riskwashing TAM Asset Management and Defaqto TAM Talks is back with a new instalment where we'll be joined by leading financial information provider, Defaqto. Defaqto will kick off proceedings w... 2 years ago | 43 mins The Great Paraplanner Debate Caroline Stuart plus guests The panel will discuss a number of hot topics suggested by the paraplanning community. 2 years ago | 71 mins Defaqto CPD: The early evolution of ESG - part 2/Demystifying sustainability Danny Luggah, Defaqto. Alex Funk, Schroders. Henry Boucher & Iestyn Richard-Rees, Sarasin & Partners Defaqto - The early evolution of ESG - part 2, presented by Danny Luggah, Investment Specialist Schroders - Demystifying sustainability, incorporat... 1 year ago | 86 mins Load more
