Maureen vs. the Machine
What Financial Advisers Must Learn Now My first job, way back in 1983, was as…
Yearly Archives: 2025
AI governance: Building trust and compliance in financial services
The financial services sector faces a unique challenge with AI adoption. While technology promises operational…
Targeted support or regulated advice; it’s like state or private education
Phil Young at Zero Support LLP, known to most advisers has told the trade press…
Letting the side down
As a father of twin, near-20-year-old sons, it has always struck me how different their…
Why the FCA must rethink its proposed changes to CPD
In May, the Financial Conduct Authority (FCA) launched a consultation (CP25/12) proposing to scrap the…
“Trust Me, I’m Compliant”: Why compliance is critical to consumer confidence
In the world of financial advice, trust is everything. It brings clients through the door,…
RTO/WFH/WTF (What’s the favourite?) How where we work is shaping working lives 5 years from the pandemic
Five years after COVID-19 forced the world’s largest work-from-home experiment, we have a fundamentally transformed…
Rethinking learning in Financial Services: A sector evolving to stay ahead
The financial services sector has always evolved with pace, but in recent years, that evolution…
If they matter to your business, tell them before they’re halfway out the door
We’ve all been part of that sudden scramble. A client cancels their subscription – and…
The Compliance learning paradox: A story of change
The email hit Noah’s inbox at 9:00 a.m. sharp. “Mandatory Compliance Training – Please Complete…