By 2020, women are expected to command more than £58 trillion in wealth globally, and financial advisers who lack a strategy to serve women effectively are likely to fall behind, writes Julia Rees. Here, she explains the three main reasons why women are key clients …
Female clients can improve the AUM and revenue outlook for a financial adviser's business and firms must work hard to harness the power and potential of this crucial client group. Retention Retaining...
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