Tick-a-box approaches to compliance may not only be expensive and time consuming but they could also be holding advisers back from taking the next step in putting ethics into practice and advancing towards broader community trust and professional recognition, JB Were’s Kym Bailey and McMahon Clarke’s Selina Nutley discuss.
How advisers can avoid the ‘tailors’ fate’
When a long-established bespoke trade mistakes disruptive technology for a productivity tool, change can remain barely noticeable until it suddenly explodes. The “tailors’ fate” holds a warning for advisers who assume personal client relationships will remain king and protect them from upheaval.
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