There’s a movement brewing in the advice industry towards financial wellbeing, with more advisers seeking deeper understanding with both clients and in fact themselves, Ayesha Venkataraman writes…
Succession can be an anxious and emotional time, particularly for exiting or retiring business owners who may have mixed feelings about walking away, Julia Bahr writes.
The training of financial advisers is where the evolution of the profession begins, so it is vital this reflects the changes that are happening in wider society. Without new perspectives and fresh ideas, the profession would stagnate.
A business is more than a name, of course, but that name is often the first impression a client gets. As demonstrated by Abrdn, it also has the power to get people talking (even if that talk is not all positive).