Scale and service: What’s behind a merger?

The ifa Show

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12M ago 29:08

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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by the general manager of consulting at Elixir, Sue Viskovic, to discuss her recent business merger, the evolving landscape of financial advice, and the role of technology in shaping the industry’s future. Ms Viskovic explains the strategic decision to merge with Vital Business Partners (VBP), which brings greater access to capital, the ability to scale more rapidly, and ultimately, provide better and more efficient services to advice firms. Listen as they discuss:

What changes with a move into a new role, and what doesn’t.
The potential of AI in the financial advice sector, particularly around automating business processes and improving efficiency.
The government’s first Quality of Advice Review draft legislation.

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