Platforms need to work with advisers
Loading player...
In this episode of The Advice Show, Jenny Davidson, head of platform proposition at Quilter, talks to Citywire about transfers, technology and service.
Other recent episodes
The Advice Show: PWM’s Fiona Oliver
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.
The Advice Show: Chris Jones
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.
Platform One: We get excited about AI, implementation is a different story
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.
Hayley Rabbets: There's nowhere to put new advisers
Head of Evergreen talks about the pitfalls in bringing in new talent, and how perception in advice matters the most.
The risers and fallers in Citywire’s PE Leaderboard
Citywire’s Dan Grote and Jack Gilbert discuss the movers and shakers in PE-backed advice