As Professional Adviser launches the inaugural Women in Financial Advice Awards, our Armchair Critic Brendan Llewellyn looks at why diversity matters and how an employer should look to embrace it
In common with many industries, the financial sector is lacking in diversity but why exactly does diversity matter and how should an employer look to embrace it? There are arguably three dimensions to...
Adding $246bn in AUM
Plus worked example
Risk-profiling tools have provided a framework for advisers to manage client expectations but, writes Chris Fleming, key issues persist that have varying levels of implications for advisers and clients
100 new clients
Achievements, charity work and other happy snippets