Citywire The Advice Show

Connor Broadley’s MD on picking the right tech for the £750m firm

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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 discusses the keys to getting the best out of his financial planning team.
6 Feb English United Kingdom Business · Investing

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