'Financial wellbeing is where the puck is headed' ftadviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ftadviser.com Daily Mail and Mail on Sunday newspapers.
The financial advice sector’s need for both behavioural finance and life coaching will continue growing, according to industry respondents to a Professional Adviser poll.
It is “outrageous” that advisers do not receive training for financial coaching as the skillset is essential for good client outcomes, according to Institute for Financial Wellbeing founder Chris Budd.
Don't call me Shirley We appreciate a good ‘dad joke’ here at Money Marketing, so of course this one had to get a mention. No, it has nothing to do with financial advice, other than that it was posted on X by adviser Andy Rayner (AKA Lord Glencoe). Still, it gave us a belly laugh. Creating value This cartoon is doing
'Get yourself a mentor,’ is something new entrants to the advice profession often hear from more experienced colleagues. But this can be daunting, especially if you are not sure what being mentored entails.