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In May, the Financial Conduct Authority (FCA) launched a consultation (CP25/12) proposing to scrap the 15-hour annual Continuing Professional Development…
In the world of financial advice, trust is everything. It brings clients through the door, keeps them coming back, and…
Five years after COVID-19 forced the world’s largest work-from-home experiment, we have a fundamentally transformed employment landscape. What began as…
The financial services sector has always evolved with pace, but in recent years, that evolution has accelerated. Emerging technologies, new…
We’ve all been part of that sudden scramble. A client cancels their subscription – and suddenly, they’re offered discounts, check-in…
The email hit Noah’s inbox at 9:00 a.m. sharp. “Mandatory Compliance Training – Please Complete by Friday.” Noah sighed. Another…
We move fast because we’re told fast is better, because we think being busy proves we matter, because it feels…
The advice gap and support of retail consumers is something I have written about before and it remains a hot…