On what it means to be a ‘thoughtful investor’ and how the business got there
‘People who might want to join the profession simply don’t know it exists’
‘I'd rather stay on the influencer side than the regulated side’
Roderic Rennison on the future of deals in the advice industry
Believes many current AI solutions will ‘soon become commoditised’
‘Clients are naturally concerned’
Described as a ‘Duolingo’ for financial literacy
‘This industry has a longevity problem - and we need to address it now’
Firm eyes new investment brand and structured investment fund launch
Now head of UK adviser solutions and sales at Vanguard