The financial planning aha moment with Dimensional’s Dave Butler

Loading player...

Dimensional co-CEO Dave Butler joined the Advice Show during his first visit to the UK since the pandemic to discuss financial planning, AI in investing, and how Dimensional navigated markets in 2022.

3 Jul 2023 English United Kingdom Business · Investing

Gary Abela: AI is putting pressure on advice valuations

The consultant who helps advice firms adopt AI into their businesses reflects on what AI tools are currently on offer, how advisers can get the best out of them and what is coming down the tracks. Abela also talks about some of the big mistakes advisers are using with AI,…

25 Jun 29 min

The Advice Show: Mike Ambery on the Pensions Commission

Mike Ambery discusses the Pension Commission on this week's show, including offering his thoughts on the future viability of the triple lock.

28 May 32 min

The Advice Show: PWM’s Fiona Oliver

The head of £6.3bn London advice firm PWM talks succession, being owned by 7IM and how she cut client DFM fees down by £1m annually.

20 May 25 min

The Advice Show: Chris Jones

Chris Jones, Dynamic Planner's financial services director, joins this week to discuss the FCA's recent landmark reforms to the advice market, artificial intelligence and whether lower qualified advisers should be permitted to deliver advice.

24 Apr 33 min

Platform One: We get excited about AI, implementation is a different story

Platform One CEO Alex Cowan-Sanluis talks to Citywire’s Advice Show about the regulatory challenges of implementing AI and what advisers should be operating their own platforms.

2 Apr 28 min