Capturing the next generation of clients will not happen simply by putting a "millennial adviser" within a business, Schroders director of intermediary solutions Gillian Hepburn told delegates.
Speaking at Professional Adviser's flagship northern conference PA360 North in Knutsford, Hepburn (pictured) told delegates to think more creatively when considering how to engage and work with the next...
Began career in 1985
No change in the 'near term'
Over the course of this week Professional Adviser has revealed the majority of the shortlists for our 2020 PA Awards, the winners of which will be announced at a black-tie dinner in February.
Eight employees per year
Follows extended period of underperformance
400p per share
Search for replacement has started
At times when scandal tears through the industry, David Boyle believes in the importance of regrouping, learning and making sure all bases are covered with sound due diligence practices