CONTENTS
contents
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What ’ s on the regulatory horizon ? Put away your crystal ball , Mystic Mark has you covered .
ADVISER MATTERS
6 What does the future hold for our profession ? Our survey results show cause for optimism .
TECHNOLOGY IN YOUR BUSINESS
14 Centra See how far it ’ s come in just four years on our Centra timeline .
18 How will technology affect the adviser market in 2022 ? Pandemic-driven technological change continues to take effect .
TECHNICAL TALK
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The Consumer Duty : Do we need a bigger boat ?
20 Supporting your journey to CIP success . There ’ s help on hand to build an efficient and compliant CIP .
INVESTMENTS
22 Three key priorities in sustainable investing Deforestation , just transition and double materiality .
26 Time for a different approach ? The problem has evolved . Do investors need to evolve too ?
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ADVISER STORY : Headley Financial Services . A technology success story .
4 | the adviser