Why it makes business sense to talk about menopause
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’