‘I feel lucky that the profession has moved and matured as I have’
‘Advisers need to make sure they actually talk through it with them’
‘This will transform your conversations with clients’
'It takes time to understand this type of work'
‘They have to stay relevant, so clients don’t outgrow your service offering’
Just more than a quarter associated ESG with being ‘woke’
Joins after being business transformation director at Schroders
The ‘standout’ proposal from FCA’s advice / guidance review
Some call for less variations but others say ‘why change it now?’
Advisers either completely or somewhat satisfied with career choice