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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…
Head of Evergreen talks about the pitfalls in bringing in new talent, and how perception in advice matters the most.
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…
Citywire’s Dan Grote and Jack Gilbert discuss the movers and shakers in PE-backed advice
Platform One CEO Alex Cowan-Sanluis talks to Citywire’s Advice Show about the regulatory challenges of implementing AI and what advisers should be operating their own platforms.
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Citywire, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.