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Citywire’s Dan Grote and Jack Gilbert discuss the movers and shakers in PE-backed advice
Head of Evergreen talks about the pitfalls in bringing in new talent, and how perception in advice matters the most.
Alex Twiss, the managing director of London advice firm Connor Broadley, joins the Advice Show to discuss the firm’s AI provider Saturn and how he thinks the technology could soon be writing advisers’ suitability reports. In the podcast Twiss also says his firm is reviewing platform providers and d…
Laura Dawes, the FCA’s director of authorisations, joins the Advice Show to discuss how the regulator is handling authorisations, what advice firms can do to make applications smooth and how the regulator still thinks about advice firm phoenixing. Dawes also discusses the regulator’s consolidator r…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Citywire است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.