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"No one has ever given me a hug or a thank you because I wrote them a fantastic suitability letter."
Vikash Kanani (Managing Director, Chatsworth Wealth Management) joins Stuart Breyer to explore how AI is putting the human back at the centre of financial advice, why consolidation is accelerating across UK advice firms, and what the great wealth transfer really means for the profession. For institutional audiences navigating adviser succession, M&A due diligence, and the future of client relationships, this episode is essential listening.
By SOFI ai"No one has ever given me a hug or a thank you because I wrote them a fantastic suitability letter."
Vikash Kanani (Managing Director, Chatsworth Wealth Management) joins Stuart Breyer to explore how AI is putting the human back at the centre of financial advice, why consolidation is accelerating across UK advice firms, and what the great wealth transfer really means for the profession. For institutional audiences navigating adviser succession, M&A due diligence, and the future of client relationships, this episode is essential listening.