Deeper changes are required to bridge the advice gap
“Encouraging women to make the transition from saving to investing is about more than making superficial changes and hoping for the best. Financial advisers need a deeper understanding of what women want from investing and their situation, using this knowledge to communicate with and help different groups see how their money can be used to improve and enrich all aspects of life. We also need to see more representation in the industry, helping to break down barriers and enable women to feel that they belong in those spaces.”
How financial advisers can bridge the advice gender gap (Amy Cashman)
The client experience
Women still aren’t getting the financial advice that they’re looking for (Holly Deaton)
Ten ways to help investors to deal with headline anxiety (The Evidence-Based Investor)
Young people want financial education in schools (Simoney Kyriakou)
The advisory profession
Are digital transformations overtaking how we traditionally use financial services? (Jonathan Warren)
The challenges facing the advice profession post-COVID (Bob Veres)
Could this be a watershed moment for financial advice recruitment? (Gemma Harle)
Work and business
Remote work has opened the door to new ways of hiring (Adam Ozimek, Christopher Stanton)
Thinking of growing your business’ revenue ceiling? (Brett Davidson)
Hybrid working is here to stay (BBC News)
Adviser marketing
How can advisers turn social media followers into clients? (Chloe Cheung)
What are the main challenges that advisers face? (Blair Kelly)
Your value is all about what problems you can solve (Tony Vidler)
CONTENT FOR ADVISERS
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