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Author profile

Gillian Hepburn

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Articles by Gillian Hepburn

Industry Voice: Wealth transfer worries are among advisers' concerns

Investment

Industry Voice: Wealth transfer worries are among advisers' concerns

Key takeaways from Schroders Financial Adviser Pulse Survey 2022

clock 07 July 2022 • 5 min read
Partner Content: Tailor client education and solutions to sustainability goals

Investment

Partner Content: Tailor client education and solutions to sustainability goals

Clients want to contribute to combating climate change while achieving a return, but the process requires education and tailored solutions

clock 16 June 2022 • 1 min read
Industry Voice: Net Zero - do we really understand what it means?

Investment

Industry Voice: Net Zero - do we really understand what it means?

Reaching Net Zero, or even getting close to it, is a massive undertaking. We all have an active role to play both as individuals and as investors. But what does Net Zero means for you, as a financial adviser, and for your clients?

clock 23 May 2022 • 5 min read
Industry Voice: An early  Christmas gift?

Investment

Industry Voice: An early Christmas gift?

clock 16 December 2021 • 5 min read
Industry Voice: Has TikTok set the clock ticking on your business?

Investment

Industry Voice: Has TikTok set the clock ticking on your business?

On the face of it, the millennial generation may not appear to offer much to your business as potential clients. However engaging with the next generation of investors could prove to be an important factor in ensuring your future prosperity - and conversely...

clock 15 November 2021 • 5 min read
Industry Voice: Are women key to your future business?

Investment

Industry Voice: Are women key to your future business?

clock 25 October 2021 • 5 min read
Industry Voice: Has the pandemic changed the level of investment outsourcing?

Business models

Industry Voice: Has the pandemic changed the level of investment outsourcing?

Schroder Adviser Pulse Survey provides some insight

clock 13 September 2021 • 4 min read
Industry Voice: A team approach adds value!

Multi-Asset

Industry Voice: A team approach adds value!

New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?

clock 10 May 2021 • 4 min read
Industry Voice: 'Financial Lives 2020' - does it have messages for savings and investment?

Investment

Industry Voice: 'Financial Lives 2020' - does it have messages for savings and investment?

The FCA’s latest ‘Financial Lives’ survey report offers a deep insight into the ‘state of the nation’ and what we could do as an industry to move the dial.

clock 29 March 2021 • 5 min read
Industry Voice: Oh no, not another survey…but can research help with my 2021 business plan?

Investment

Industry Voice: Oh no, not another survey…but can research help with my 2021 business plan?

clock 26 November 2020 • 4 min read
Most read
01

Harlequin Group boss guilty of fraud after investors lose £400m

03 August 2022 • 3 min read
02

Bank of England predicts recession as it enacts largest rate hike in 27 years

04 August 2022 • 3 min read
03

FCA tightens AR rules to cut mis-selling risk

03 August 2022 • 3 min read
04

FCA proposes changes to unsuitable pension transfer advice redress calculations

02 August 2022 • 2 min read
05

Phoenix Group to acquire Sun Life UK for £248m

04 August 2022 • 1 min read
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