Category Archives: Financial Advisers

Size matters in the war for advice talent

Attracting smart, motivated young people is not easy. Whether you’re a person, company or profession, it requires a unique proposition. Basically, you need to be attractive. When it comes to professional services, it also helps to be big. In that context, recent figures from WealthData revealing that only 163 advisers or provisional advisers have entered…

A glimpse at tomorrow’s advice business

Wayne Gretzky, the former professional Canadian ice hockey player often referred to as hockey’s GOAT (greatest of all time), famously attributed his success to his ability to “Skate to where the puck is going to be, not where it has been”. While Gretzky’s 1982 quote has become an overused corporate cliché, it is still relevant…