Interview

‘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

Growing number of master trusts and DB schemes offering restricted advice

'Continuity means clients don’t have to retell their story'