Octo’s top posts - Gary Abela of re:loa. on AI due diligence
Your weekly Octo update
It's been a busy week on Octo, with more fantastic member discussions on a wide range of topics, from searching for income to how AI and policy interrogation are already helping many advice firms improve efficiency and accuracy - along with an exclusive member offer from re:loa. Plus John's back with another brilliant podcast. Well worth a few minutes of your time - and have a great weekend!
Gary Abela talks to Head of Community Lee Robertson about how AI and policy interrogation are helping advice firms improve efficiency and accuracy – as well as giving Octo members a special offer.
Octo sits down with Fixed Income and Global Equity Income experts to discuss the search for income.
Contributing Editor John Lappin talks with Greg Moss about how the sector is struggling to retain young talent and how business owners are sometimes to blame.
We want to know your opinion: how do the proposed IHT changes in the Autumn Budget and ongoing uncertainties impact financial planning with clients?
Octo sits down with Tommy Watson, associate director at Paradigm Norton
Darius discusses whether investors should focus on the UK in 2025, with companies buying back shares, foreign investors returning, and attractive valuations on offer.
Contributing Editor Edmund Greaves discusses why Black Friday really matters in our economy.
Head of Community Lee Robertson shares his insights on problem-solving and adopting a solution-oriented approach.