Long read
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How often should you ask for client feedback?
Written by Jess Rushton, Head of Business Development, Smart Money People I’m sure Prince William knew that the pint he pulled recently…
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A quarter of women would be frustrated if they couldn’t retire by 60
Almost a quarter (23%) of women in their 20s (aged 22-29 years old) would be frustrated if they couldn’t retire by the…
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Tailored discretionary services: Skilfully bridging the gap and delivering for clients
Rebecca Stein, Head of Tailored Discretionary, Charles Stanley, tells us about the group’s Tailored Discretionary Managed service and why it’s ideally placed…
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Recognising the crucial role of women in private client industry growth
Written by Alex Gibson-Watt, Managing Director at John Lamb Hill Oldridge The theme of this year’s International Women’s Day is to ‘inspire…
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Better together: personal experiences to highlight some of the ways businesses are working to boost diversity and inclusion within the workplace
As we celebrate the role of women in finance this International Women’s Day, it’s clear that a multi-lateral approach is needed if…
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Compliance Success: Fostering relationships in a changing environment
Written by Kerry Jones, Head of Compliance and Information Security at DigitalXRAID People always find it surprising when I tell them I…
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Auditing organisational culture and why it’s a challenge worth taking
As we celebrate International Women’s Day today, it reminds us that the bar is rising for firms needing to prove their good…
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IWD 2024 Q&A with GSB Capital’s Yazmin Boden
As part of International Women’s Day 2024, IFA Magazine have spoken to some of the biggest female figures in financial services. In…
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The Critical Illness Gap Leaving Unaware Policy Holders at Risk
Research from Vitality Life Insurance has found half (51%) of those with Critical Illness Cover (CIC) aren’t fully aware of the conditions they would be…
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Inspiring inclusion: Unbiased’s Karen Barrett shares her personal reflections on how and why boosting diversity & inclusion is essential for the financial services profession to thrive
As we celebrate International Women’s Day today, the theme of which is #Inspiringinclusion, Karen Barrett, CEO and Founder of Unbiased.co.uk reflects on…
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