In Conversation With... Amyr Rocha Lima, managing director, Strategic Wealth Partners

In this episode of “In Conversation With”, host Lois Vallely chats to Amyr Rocha Lima – chartered financial planner and co-founder of Strategic Wealth Partners, which launched in September last year. They talk about what it was like launching a brand-new advice firm, how AI can help advisers become more efficient, and the topic on everyone’s mind at the moment: the Consumer Duty. They also discuss the challenge of regulation more generally, and how advisers can help close the advice gap.