Divorce is an emotional process and advisers must adapt to client needs
Female leaders in financial services urged not to ‘hit the exit button’
‘Leadership in financial services is a team sport’
‘We need a different and better mix of advisers and advice’
‘This industry is the closest to understanding vulnerability’
Baby Boomers are not engaging with a financial professional at all
Respondents would take advice if they were to receive a large sum of money
The majority of widowed women leave their adviser within a year
Small advice firms may not get ‘outcome they desire’
Non-investors would be encouraged to invest if they had personalised advice