Making digital advice work in small firms
Jul 31, 2024•28 min
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Episode description
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.
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