Diversity
Should IFA firms change their approach to target female clients?
Women are an ‘underserved and untapped segment’ in the wealth management industry
Should class be more prominent in adviser diversity campaigns?
IA speaks with Sesame Bankhall Group interim CEO John Cowan about his path to the industry
JP Morgan PB partners with financial education platform
To empower female clients across Asia with their individual wealth management journeys
26% of British women have no formal pension savings
Education around retirement pots ‘needs to be improved’
Women face ‘significant’ barriers to enter wealth industry
Firms told they ‘need to challenge existing cultures and overcome gender biases in recruitment practices’