PA360 North: 'Don't adopt biases' on millennial clients
To engage next generation
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...
More on Your profession
National IFA acquires London-based Addidi Wealth
WIFA winner
Prudential appoints new non-executive director
Began career in 1985
ReAssure SIPP book among assets sold to Phoenix Group
No change in the 'near term'
Revealed: Fourth set of shortlists for the 2020 PA Awards
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.
Paradigm Norton launches leadership academy with university
Eight employees per year
More news
Edinburgh IT set to dump Invesco's Barnett in favour of Majedie
Follows extended period of underperformance
AJ Bell directors sell shares worth £25.7m a year after IPO
400p per share
LV= chief Richard Rowney exits after 13 years
Search for replacement has started
David Boyle: Key questions in DFM due diligence
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
