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
Strate trade repository licence granted 350 CompliNEWS 02 Dec 2024
FICA compliance penalties: A wake-up call for South Africa’s financial sector 350 CompliNEWS 02 Dec 2024
Review of regulatory framework for funeral insurance distribution in South Africa 350 CompliNEWS 02 Dec 2024
Workplace surveillance poses Popia risk 350 CompliNEWS 02 Dec 2024
Seasonal downtime 349 CompliNEWS 22 Nov 2024
Former CIO of WAMCO charged with cherry-picking fraud 349 CompliNEWS 22 Nov 2024
Macquarie Bank fined £13m (R295m) for control failures enabling fictitious trades 349 CompliNEWS 22 Nov 2024
Operation HAECHI V: Landmark effort in combating cyber-enabled financial crime 349 CompliNEWS 22 Nov 2024
How private equity can lead the way to a sustainable future 349 CompliNEWS 22 Nov 2024
Updates on UK's FCA cryptoasset regulation plans and roadmap 349 CompliNEWS 22 Nov 2024
Working Smart

By Lee Rossini

In the world of financial services, technical expertise remains vital – but it’s no longer enough on its own. As markets shift, client expectations rise, and technologies reshape how advice is delivered, financial advisers must increasingly draw on a robust set of soft skills to remain competitive and relevant. Soft skills are no longer 'nice to have' – they are essential for building trust, navigating complexity, and driving long-term success. According to Professor Adam Grant, an organisational psychologist at Wharton, five soft skills stand out as especially critical for the future. These qualities not only support better client outcomes but also foster stronger teams, smarter innovation, and a more resilient business.

CPD

Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 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.