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The monthly podcast brought to you by moneyinfo, the client portal & mobile app supplier for financial advisers and wealth managers. The AdviserTech show is designed to help address the challenges of the 21st century adviser. Each month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space. If you have any suggestions for future episodes or general feedback, get in touch with us by email at support@moneyinfo.com, or tweet us @moneyinfotech .
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Thursday Oct 26, 2023
Ruth Handcock on Transforming the Advice Industry | Octopus Money | S3 E2
Thursday Oct 26, 2023
Thursday Oct 26, 2023
Ruth Handcock, CEO of Octopus Money, takes the spotlight in an enlightening episode of The AdviserTech Show. Ruth talks to moneyinfo’s Managing Director, Tessa Lee, about her diverse experience, including running Octopus Investments and setting up a challenger bank. She also mentions the prevailing issue of the advice gap within the financial sector, and Octopus Money's mission to provide access to financial help and guidance for everyone, particularly partnering with employers.
Ruth's insights shed light on the evolving landscape of financial advice, offering valuable perspectives on how to navigate the changing industry. Her extensive experience, including running Octopus Investments and establishing a challenger bank, provides a unique and seasoned viewpoint that can help you stay ahead in a rapidly changing environment.
Ruth highlights the reality: traditional financial advisory services predominantly serve those with substantial assets, leaving a significant portion of the UK population underserved. Octopus Money is committed to rewriting this narrative. They've pioneered a distinctive approach that harmonises technology and guidance, making financial assistance accessible to everyone. Their strategic alliance with employers is a critical component of this mission.
Tune in to this episode of The AdviserTech Show to gather knowledge on the latest industry trends, understand Ruth’s vision for the future of financial advice, and gain valuable insights into how to improve your services.
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