Alan Marks takes part in Octopus Investment important study.

We are delighted to report that Alan Marks our Managing Director was recently asked to take part in  a major new report by Octopus Investments in to the advice gap, to discuss market failure, retiring advisors and why culture is the key to making advice more accessible.

The major participants were:

• Ruth Hancock chief executive, Octopus Investments.
• Claire Limon director of learning and acquisition, Openwork.
• Rohan Sivajoti, director Postcard Planning and director and head of innovation, Next Gen Planners.
• James Priday, managing director, Prydis and P1 Investment Management.
• An Alan Marks from Harrison Spence.

The report can be viewed as a New Model Advisor podcast “Advice gap special: The market’s failed, so culture’s the clincher”

 Click here to view