Gender
Strategy gap means advisers risk missing wealth transfer boat
Which could undermine growth and prospects for sale
What can wealth firms do to cater to female investors?
Industry ‘hasn’t done a good enough job of providing tailored services to women’
Widows walk away from advice
Failing to form a relationship with a client’s spouse means IFAs are losing business
Ex-senior executive sues Morgan Stanley for lack of diversity
Complaint alleges that inclusivity effort has moved backwards under current CEO
Written by Bruce Kelly
UK super wealthy lose £54bn to coronavirus
Wealth of richest individuals in decline for first time since financial crisis