Platform One: We get excited about AI, implementation is a different story

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.

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.

Citywire’s Dan Grote and Jack Gilbert discuss the movers and shakers in PE-backed advice

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 review last year, and how the…