Ms Viskovic explains the strategic decision to merge with Vital Business Partners (VBP), which brings greater access to capital, the ability to scale more rapidly, and ultimately, provide better and more efficient services to advice firms.
Listen as they discuss:
- What changes with a move into a new role, and what doesn’t.
- The potential of AI in the financial advice sector, particularly around automating business processes and improving efficiency.
- The government’s first Quality of Advice Review draft legislation.
