Citywire The Advice Show

The PFS-CII Dispute Part 1 – How do we settle this?

Loading player...
NMA Reporters Zachariah Sharif and Nicola Blackburn speak to Branko Bjelobaba, ex-Vice President of the Chartered Insurance Insititute (CII). They discuss the ongoing dispute between the Personal Finance Society (PFS) and the CII, and how it can get resolved. 
20 Feb 2023 English United Kingdom Business · Investing

Other recent episodes

Three years on: How Finova Money built a fixed-fee business

Scott Millar, Rob Schwarz and Rob Bell reflect on what they have learned since they launched their own financial planning firm in 2023. Now with £80m in assets under advice and two recently hired graduates, the trio discuss their biggest mistakes and their best decisions since they launched Finova Money.
21 Aug 35 min

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
All episodes