Planners failing 1 in 3 female clients says report

Financial Planners are struggling to meet the needs of one in three female clients, according to research by Schroders.

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Leading advisers support female wealth network

RBC Wealth Management has become the latest firm to support the WealthiHer Network, a campaign group aiming to change the wealth management sector’s attitudes to women and money.

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Progeny acquires female-focused Financial Planner

 

Female-focused Financial Planning firm Addidi Wealth is to become part of growing Financial Planner Progeny.

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