This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Why advisers need a better solution for women

Loading player...

Finding a solution for clients is not just about picking an investment strategy based on the assets they have.

More and more advisers are looking to segment client bases differently to ensure they have the best solution for each client.

Gillian Hepburn, UK intermediary solutions director at Schroders, joins us to discuss how advisers can serve divorced and widowed women.

30 Jun 2021 English United Kingdom Business · Investing

Other recent episodes

How Openwork’s DFM protects clients against equity market shocks

Long-dated government bonds have experienced several peaks since the beginning of October. In this episode of Citywire's Advice Show, Patrick O’Donnell, chief investment strategist at Omnis Investments, believes equity investors have little reason for concern at this point.

21 Oct 17 min

How to support vulnerable clients and spot concerning signs

Connor Broadley adviser Olivia Perry shares her insights on how to best serve vulnerable clients and why the sector needs to centre their needs.

9 Oct 10 min

Moneybox to launch new AI-led advice proposition

Brian Byrnes from Moneybox tells Citywire what the new advice offering will look like and why Moneybox is hiring for advisers to give AI-driven advice.

2 Oct 15 min

Compliance risks, US PE and movements in the M&A market

Harry Cotton from Thistle Consulting tells Citywire what compliance challenges IFAs are facing, how to keep up with regulatory scrutiny, and just why the UK is such an attractive market for US PE.

4 Sep 20 min

Three years on: How Finova Money built a fixed-fee business

Scott Millar, Rob Schwarz and Rob Bell reflect on what they have learned since they launched their own financial planning firm in 2023. Now with £80m in assets under advice and two recently hired graduates, the trio discuss their biggest mistakes and their best decisions since they launched Finova Money.

21 Aug 35 min

All episodes