Bah humbug! A Christmas Carol with a financial adviser twist

What do Scrooge and advisers have in common?

clock • 4 min read

Dan Giddings takes a Dickensian look at the biggest challenges advisers will face in the year to come...

The radio is full of Christmas tunes with 2022 rapidly coming to a close, so let's take a look at some key challenges facing advisers in the year ahead. 1) Regulatory and compliance changes; the ghost of Christmas past?  Hardly a new entry. Could this be the ghosts of Christmas Past, Christmas Present and Christmas Future all in one?! According to a survey conducted by Nextwealth, 80% of financial advisers believe that their major hurdle is regulatory change and compliance burden. Around 50% believe it is the number one challenge for their business. With Consumer Duty implement...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Tessa Lee: The invisible cost of poor client data

Tessa Lee: The invisible cost of poor client data

How can you improve data quality?

Tessa Lee
clock 23 July 2026 • 4 min read
Dean Proctor: Hopes and fears for the new PM and cabinet

Dean Proctor: Hopes and fears for the new PM and cabinet

Stability, simplicity and the chance to do things differently

Dean Proctor
clock 23 July 2026 • 5 min read
Should spousal maintenance be abolished? A modern perspective

Should spousal maintenance be abolished? A modern perspective

Making the case for abolition and retention

Amy Walpole and Karen Brennan
clock 22 July 2026 • 4 min read