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At the end of 2024, I was flattered to be asked by the editor of The HR Director to write…
This year promises to be a pivotal year for firms as they continue to embed Consumer Duty (CD). Let me…
What am I talking about? In this instance, I’m referring to assessing training needs and evaluating the effectiveness of the…
The Fit and Proper test for Employees and Senior Personnel sourcebook, or FIT is in the High Level Standards block…
Building a business academy for financial Services Much has been sung about the virtuosity of planners, advisers with their technical…
In a world where leadership and learning are rapidly evolving, organisations must move fast to keep up. What drew me…
Vulnerability and the link to the advice gap is something I have written about in previous articles, and these are…
In the client facing area of financial services, there is a school of thought, that you recruit those that already…