Back at the start of the year (which feels approximately 5 minutes ago) I wrote about some of the themes I thought would be topical this year in the world of finance.
Now we’re at the half-way point, it seems a good time to revisit the predictions and look towards the second half of 2022…
ESG
As expected, the ESG conversation is continuing, but at an evolved level. Companies and fund managers are still looking at how they showcase their green scale, but the expectations on them are increasing and just giving it a surface level of attention is no longer working.
In addition, advisers are looking to evolve their conversations with clients on this topic, as we’re hearing from those that have completed our survey on it. If you’re one of those advisers, you register for one of our free events on this topic, later in the year.
Read more in our Nucleus article here.
Reflections
How to find out if your stationery is compliant
This is a question we get asked a lot, especially from those on the journey to becoming directly authorised, or those who are [...]
Industry Insight
Putting the Consumer (Duty) at the heart of your business
No doubt you’ve seen all the Consumer Duty content floating around – it’s hard to miss that there has been a huge piece [...]
Industry Insight
Not enough people realise what opportunities lie in paraplanning
The paraplanning profession is less valued now than it was years ago as individuals fail to recognise the job opportunities in this sector, [...]
News
The Next Generation
Paraphrasing the words of Captain Kirk*, The Verve Group is literally going boldly where no man has gone before. Sort of. We are [...]
Industry Insight Press
Superheroes of Suitability
There is one element of a suitability report that often can make or break it, says Grant Callaghan, our Paraplanning Techspert. We all [...]
News
It’s all about the journey…
Sometimes it’s hard to know where to start on your qualifications journey – Do you start off easy with financial protection? Or jump [...]
Industry Insight Press Reflections
The S and G Factor
Alasdair Wilson, Investments Techspert at The Verve Group, considers the S in ESG – the social factor – and finds investing is not [...]
Group News
Awards In Absentia
It might be a cliché but that doesn’t make it any less true – Cathi can win an award in her sleep! This [...]