The economic case for diversity and equality

“As understanding of sustainability evolves, we expect more focus to be paid on the non-environmental ESG factors – such as diversity. Like we saw with environmental considerations, capital will become more readily available for companies leading the way in diversity. Again, more and more companies will realise this and intensify efforts to address this issue.”

Gender equality makes economic as well as moral sense (Julie Bech, Audhild Aabø)

The client experience

Meaningful conversations strengthen the adviser-client relationship (Louis Williams)

Do advisers really understand their clients’ goals and values? (Holly Deaton)

When is it right to let a client go? (Tobias Salinger)

The advisory profession

The advice profession needs to become more dynamic (Angus MacNee)

2021 wasn’t a great year for active managers in the US (Craig Lazzara)

New talent is needed within the advice profession (Darren Cooke)

Work and business

More companies are looking into phased retirements (Anne Tergesen, Lauren Weber)

Workplaces must evolve to suit their employees’ changing priorities (Mark Wilson)

How can you lead an exhausted workforce? (Robin Abrahams, Boris Groysberg)

Adviser marketing

How can your firm get more referrals online? (Bob Hanson)

The most crucial eight seconds in your marketing plan (Tony Vidler)

Focus on your prospects’ immediate needs (Meghaan Lurtz, Ben Henry-Moreland)

CONTENT FOR ADVISERS

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