Women and Wealth
Are advisers missing out on an important client segment?
When it comes to advice, women aren’t always seen as clients in their own right – and they have very...
The great wealth transfer, women & wealth and consolidation
Jenny Davidson, Intermediary Wealth Director, identifies the £7 trillion intergenerational wealth transfer, the growing influence of female investors and ongoing...
The importance of intergenerational wealth planning
How financial advisers must understand the importance of intergenerational wealth planning, and how female clients are going to be a...
Big shifts, big challenges and new opportunities for advisers
Discover how advisers can navigate changing market dynamics, upcoming pensions and IHT reforms, and rising investor confidence in 2026.
Women and Wealth: Building Better Advice Relationships
The Gender Investment Gap and the Gender Pension Gap in the UK are well documented. Boring Money has sized the...
