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

Stories

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
UK AI Safety Summit paves way for global AI regulation discussions; latest moves in the US 297 CompliNEWS 02 Nov 2023
UK's FCA bans adviser Geoffrey Armin over incompetence in pension transfers 297 CompliNEWS 02 Nov 2023
UK's FCA issues final guidance on cryptoasset financial promotions 297 CompliNEWS 02 Nov 2023
UK's FCA joins forces with global regulators to foster digital innovation with Project Guardian 297 CompliNEWS 02 Nov 2023
Videoslots Ltd warned and penalised SEK 9m for money laundering and terrorism financing shortcomings 297 CompliNEWS 02 Nov 2023
Russian billionaire Alexei Kuzmichev detained in France over sanctions and tax fraud 297 CompliNEWS 02 Nov 2023
Report reveals banks' $150bn funding of 'carbon bomb' projects threatening climate goals 297 CompliNEWS 02 Nov 2023
Only R4.78m remains in BHI Trust account 297 CompliNEWS 02 Nov 2023
South Africa moves to strengthen anti-money laundering efforts with taxpayer information sharing amendments 297 CompliNEWS 02 Nov 2023
Treasury invites tax proposals 297 CompliNEWS 02 Nov 2023
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.