• Making digital advice work in small firms

  • Jul 31 2024
  • Length: 28 mins
  • Podcast

Making digital advice work in small firms

  • Summary

  • Offering automated advice alongside a firm's normal proposition can be a good way to attract younger investors, but there are a few things advisers should consider before building and running such a service.

    We speak to James Anderson, IFA at Westminster Wealth and CEO of digital advice service AllAdvised and Peter Ridlington, CEO & founder of Ningi, about what it takes for SMEs to offer digital advice.



    Hosted on Acast. See acast.com/privacy for more information.

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