‘Bolting on chatbots won't work - rebuild from scratch’
AdvisoryAI and Time4Advice Curo early adopters
Now head of UK adviser solutions and sales at Vanguard
Deal to close in summer with Penta Capital still onboard as ‘key investor’
Scale no longer a 'luxury'
Quilter Financial Planning adds the most advisers
Stepped down in September
‘FOS needs to be overhauled as it is’
Upper Tribunal upholds FCA decision