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Citywire’s Dan Grote and Jack Gilbert discuss the movers and shakers in PE-backed advice
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.
Head of Evergreen talks about the pitfalls in bringing in new talent, and how perception in advice matters the most.
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.
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.
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