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Head of Evergreen talks about the pitfalls in bringing in new talent, and how perception in advice matters the most.
Chris Jones, Dynamic Planner's financial services director, joins this week to discuss the FCA's recent landmark reforms to the advice market, artificial intelligence and whether lower qualified advisers should be permitted to deliver advice.
The head of £6.3bn London advice firm PWM talks succession, being owned by 7IM and how she cut client DFM fees down by £1m annually.
Citywire’s Dan Grote and Jack Gilbert discuss the movers and shakers in PE-backed advice
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Citywire, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.