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On the FT Adviser podcast, CEO Jeff Lange and Chairman Buddy Keville called the FCA’s Advice Guidance Boundary review a “wake-up call” for advisers to adapt to the industry’s changing landscape.

At the Empowering Advice Through Technology Conference in London, CEO Jeff Lange took part in a specialist panel discussion on how AI could be harnessed to help bridge the advice gap.

At the London Empowering Advice Through Technology Conference, CEO Jeff Lange said AI can bridge the advice gap without replacing paraplanners — but they must upskill.

Jeff Lange, CEO, recently joined a panel of experts at the Empowering Advice Through Technology Conference in London, where they explored how AI can be leveraged to close the advice gap.

CEO Jeff Lange and Chairman Buddy Keville said the firm was founded to close the advice gap with a remote service and an academy to train new advisers.