Another dealer group gets a new CEO

He is stepping up into the role to lead trail and KAN – focusing on innovation, industry trends like AI, and making sure advisers have the tools, insights, and support they need to grow their businesses.

Slow jointed KAN at is inception in 2020 and just before new regulation and licensing changes introduced extra cost and risk into the equation.

Many advisers began to worry about whether they were adequately equipped to deal with the changes and how they could ensure that they were operating in a compliant manner.

When he began with KAN it was a start-up with big plans in a shoebox office. “It was a humble set up to say the least. My desk was a picnic table and team meetings happened in the stairwell.”