We're writing PDSs for a reader who doesn't exist

We're writing PDSs for a reader who doesn't exist

Most product disclosure statements technically satisfy the regulatory standard. They are clear, concise and effective - on paper. At our recent PDS Managers Roundtable we heard from guest speaker Mia Lander, a clinical psychologist - we are designing PDSs for an ideal reader and that reader almost never exists - least of all at the time that a disclosure is actually read.

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Why is It So Hard to Implement New Technology in a Creative Environment?

Why is It So Hard to Implement New Technology in a Creative Environment?

I spent years working in advertising agencies and when I left we were still using Google Sheets and shared calendars. We'd looked at other systems, and we'd done the research, but still nothing got off the ground. When I moved into financial services consulting, I found myself working with clients who faced similar challenges. Different industry, higher stakes, identical root cause.

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