Catering to female clients
Way back in 1817 the New York Stock Exchange (NYSE) opened. The grand building on…
Browsing: Ind. Focus
Using behavioural learning and development techniques to drive positive culture
Despite the current economic growth and positivity that governmental and regulatory advisers across the UK…
So you’ve had a 166?
Ok, we all know what happens now and in contrast to the fine, one of…
The trainer has not left the classroom: a eulogy to classroom training for exam-based programmes.
I once saw, “Chalk and talk is dead,” on the website of an exam training…
Documenting your choice of workplace pension
The best thing about the Pensions Regulator’s Duties Checker is the process. “Follow the five…
Predictions for the financial advice sector in the UK
It was late November, dark and the eighties. I knocked on the door and was…
Professionalism & ethics in financial services: “whack-a-mole” or in a hole?
Some would regard the topic of professionalism & ethics in financial services as something of…
FAMR – a personal view
As someone invited to sit on the Financial Advice Market Review (FAMR) Expert Panel, I…
Demonstrating knowledge and competence of your staff – a burden or benefit for your organisation?
With the 10 year anniversary of the global financial crisis in sight, there is a…
Robots do as they are told
The point about artificial intelligence is that it is artificial. Were we to replicate human…