The latest gillian-hepburn news for financial advisers and intermediaries from Professional Adviser

Family dynamics: Why intergenerational wealth transfer strategies matter

‘Family dynamics, financial education and emotions’

14 September 2021 • 11 min read

Industry Voice: Has the pandemic changed the level of investment outsourcing?

Schroder Adviser Pulse Survey provides some insight

13 September 2021 • 4 min read

Industry Voice: A team approach adds value!

New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?

10 May 2021 • 4 min read

Managed solutions

Schroders launches £4bn UK Investment Solutions business

Alex Funk to become CIO

07 April 2021 • 4 min read

Investment

Industry Voice: 'Financial Lives 2020' - does it have messages for savings and investment?

The FCA’s latest ‘Financial Lives’ survey report offers a deep insight into the ‘state of the nation’ and what we could do as an industry to move the dial.

29 March 2021 • 5 min read