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How to attract more female clients to advice - Vimarsana News

How to attract more female clients to advice

A female adviser has shared how financial advice firms can be more appealing to female clients who may feel intimidated by a male-dominated industry.

Interest rates drive adviser conversations in 2024 - Vimarsana News

Interest rates drive adviser conversations in 2024

Interest rates will continue to be a driving force behind client conversations in 2024 as financial advisers remain agile regardless of whichever direction they will go.