Close This website uses modern features that are not supported by your browser. Click here for more information.
Please upgrade to a modern browser to view this website properly. Google Chrome Mozilla Firefox Opera Safari
Financial Services Intelligence Watch
Sub Menu
Search
Close
Enter at least 3 characters

Search

Hold down "Control", or "Command" on a Mac, to select more than one.
Login / Signup
Newsletters

Stories

Advanced Search

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
The ethical use of social media in the financial advice arena 45 CompliNEWS Ethics 20 Feb 2024
Budget 2024: South Africa embarks on financial innovation for inclusion and growth 309 CompliNEWS 16 Feb 2024
South Africa advances in financial reforms to exit FATF greylist – Budget 2024 financial sector update 309 CompliNEWS 16 Feb 2024
Budget 2024 and legislation: South Africa's National Treasury releases draft tax and global minimum tax bills for public comment 309 CompliNEWS 16 Feb 2024
Budget 2024: Main highlights from Compli-Serve 309 CompliNEWS 16 Feb 2024
UK Consumer Duty implementation: Good practice and areas for improvement 309 CompliNEWS 16 Feb 2024
UK law firms face surge in cyber breaches, prompting heightened security measures 309 CompliNEWS 16 Feb 2024
Court rules against Road Accident Fund in medical expenses dispute 309 CompliNEWS 16 Feb 2024
Saftu welcomes equality court ruling on financial institutions 309 CompliNEWS 16 Feb 2024
FNB fails trademark bid by UAE’s biggest bank 309 CompliNEWS 16 Feb 2024
Back to top
Working Smart

By Lee Rossini

One of the trends facing the financial services industry is an underappreciated challenge: a shrinking and aging adviser workforce. This is not a temporary disruption but a structural issue that is reshaping how businesses operate, serve clients, and plan for the future. Talent shortages are becoming more acute precisely when demand for financial guidance is rising, driven by longer life expectancies, more complex investment environments, and increased individual responsibility for retirement planning.

CPD

Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May deadline. View the CPD FAQs for more on accessing the CPD quizzes.

We use cookies to give you a personalised experience that suits your online behaviour on our websites. Otherwise, you may click here to learn more, or learn how to block or disable cookies. Disabling cookies might cause you to experience difficulties on our website as some functionality relies on cookie information. You can change your mind at any time by visiting “Cookie Preferences”. Any personal data about you will be used as described in our Privacy Policy.