Advice gap special: The market's failed, so culture's the clincher

Loading player...
Ollie Smith is joined by the contributors to a major report by Octopus Investments into the advice gap to discuss market failure, retiring advisers, and why culture is the key to making advice more accessible.

The participants were:

Ruth Handcock, chief executive, Octopus Investments

Claire Limon, director of learning and acquisition, Openwork

Rohan Sivajoti, director, Postcard Planning, and director and head of innovation, NextGen Planners

James Priday, managing director, Prydis, and P1 Investment Management

Alan Marks, managing director, Harrison Spence
6 Nov 2020 English United Kingdom Business · Investing

Other recent episodes

How Openwork’s DFM protects clients against equity market shocks

Long-dated government bonds have experienced several peaks since the beginning of October. In this episode of Citywire's Advice Show, Patrick O’Donnell, chief investment strategist at Omnis Investments, believes equity investors have little reason for concern at this point.
21 Oct 17 min

Three years on: How Finova Money built a fixed-fee business

Scott Millar, Rob Schwarz and Rob Bell reflect on what they have learned since they launched their own financial planning firm in 2023. Now with £80m in assets under advice and two recently hired graduates, the trio discuss their biggest mistakes and their best decisions since they launched Finova Money.
21 Aug 35 min