Advisers failing to meet female client expectations

Its research published today (8 February) in conjunction with Ad Lucem to coincide with International Women's Day got female pundits to identify key qualities they look for in an adviser (shown in the graph below). When considering these in order of importance, advisers are significantly underperforming the expectations of their female clients, particularly in areas such as trust, value for money and relatability, the report stated. Furthermore, it revealed that advisers perceive themselves to be doing a far better job in terms of meeting these needs as opposed to the reality of ...