Should IFA firms change their approach to target female clients?
Women are an ‘underserved and untapped segment’ in the wealth management industry
Feifa partners with Affinity Private Wealth
Wealth manager wants to provide more sustainable investment solutions
73% of Brits believe ChatGPT could give reliable financial advice
‘New generation of investor is already here and they are looking at what is on offer’
IFAs need to be better at promoting the value of retirement advice
Over a quarter of Brits over 55 said they wouldn’t seek support in lead up to retirement
Evelyn Partners adds ninth advice firm to succession programme
Deal bolsters the wealth manager’s footprint in Scotland