There’s no doubt artificial intelligence (AI) is already transforming the financial services sector. But is it a friend or a foe? The theme of AI the role it currently plays and the impact it could have dominated the agenda at the MMI London conference last month.
Roderic Rennison reviews what has happened over the last 12 months in the acquisition of financial planning firms, what has changed for buyers and sellers, the forces of change, and the outlook for the market.
In my Money Marketing article marking 50 years in financial services, I set out some of the lessons I have learned along the way. On reflection, there are three more important ones I missed. The first is the need to develop, maintain and constantly improve our listening skills.
Good morning and welcome to your Morning Briefing for Wednesday 27 September 2023. To get this in your inbox every morning click here. Nucleus welcomes Andrew Tully into the fold Nucleus has wasted no time in snapping up former Canada Life technical director Andrew Tully. He will oversee the technical support team at