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Headline Issue Diary Date
Using fintech to redefine client engagement 204 CompliNEWS 06 Dec 2021
Global ESG initiatives put compliance officers on steep learning curve 204 CompliNEWS 06 Dec 2021
Ethics at Work: 2021 international survey of employees 33 CompliNEWS Ethics 06 Dec 2021
Social and Ethics Committee Trends Survey 2021 33 CompliNEWS Ethics 06 Dec 2021
Input sought on liquidity risk exposure proposals 204 CompliNEWS 06 Dec 2021
New FAIS Notices 204 CompliNEWS 06 Dec 2021
Special Feature: The reality of climate change – ESG 204 CompliNEWS 06 Dec 2021
Monitoring and measuring a company’s ethical culture: relevant survey strategies 33 CompliNEWS Ethics 06 Dec 2021
What personal data can one collect about customers and staff when it comes to issues such as their Covid-19 vaccine status? 204 CompliNEWS 06 Dec 2021
IRBA details how it intends to search and seize evidence at auditors' premises 33 CompliNEWS Ethics 06 Dec 2021
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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.

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