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'No major shift' in adviser platform priorities despite Consumer Duty

'No major shift' in adviser platform priorities despite Consumer Duty

Your profession

Sahar Nazir

28 May 2025 • 2 min read

Gen Z consider advisers 'most important source' despite finfluencer popularity

Your profession

Gen Z consider advisers 'most important source' despite finfluencer popularity

71% of them now turning to social media and finfluencers

Sahar Nazir

28 May 2025 • 2 min read

Female clients steer towards equities as the non-advised stick to cash

Your profession

Female clients steer towards equities as the non-advised stick to cash

Advice improves willingness to take risk, M&G finds

Isabel Baxter

28 May 2025 • 2 min read

Holistic care advice: Developing a strategy to retain/attract female clients

Long Term Care

Holistic care advice: Developing a strategy to retain/attract female clients

How focusing on care helps retain female clients

Tony Miles

28 May 2025 • 4 min read

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