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Diversity

Pride Month: LGBTQ+ inclusion strategies across financial services

Your profession

Pride Month: LGBTQ+ inclusion strategies across financial services

Sahar Nazir talks to four firms who are marketing towards LGBTQ+ clients

clock 24 June 2024 • 5 min read
Ignoring diversity will impact your bottom line, advisers warned

Adviser tips

Ignoring diversity will impact your bottom line, advisers warned

Financial services still has work to do on equality and inclusion

clock 21 May 2024 • 2 min read
Firms' diversity initiatives are lacking purpose, FCA warns

Your Business

Firms' diversity initiatives are lacking purpose, FCA warns

The regulator is in the middle of a clamp down on commitment to D&I

clock 24 November 2023 • 1 min read
Gretchen Betts on building a safe space for female planners

Your Business

Gretchen Betts on building a safe space for female planners

Mentoring group for female planners re-launches with new website

clock 09 October 2023 • 2 min read
A look at the challenges for the LGBT community working with advisers

Your Business

A look at the challenges for the LGBT community working with advisers

Advisers can have ‘confidence to ask the right questions’ in the right way

clock 13 June 2023 • 1 min read
LGBT couples face higher costs when financial planning

Your profession

LGBT couples face higher costs when financial planning

Many LGBT couples face both private IVF and surrogacy costs

clock 12 June 2023 • 2 min read
What your small firm can do to recruit and retain talented women

Your Business

What your small firm can do to recruit and retain talented women

A look into the ways that you could improve inclusion in your workplace

clock 12 December 2022 • 4 min read
FCA warns firms should do more on D&I than its standards will require

Your profession

FCA warns firms should do more on D&I than its standards will require

Regulator speaks out on its D&I consultation at PIMFA conference

clock 08 December 2022 • 3 min read
D&I: Why advisers 'must acknowledge their own privilege'

Your profession

D&I: Why advisers 'must acknowledge their own privilege'

Why conscious inclusion is important in the advice arena

clock 07 December 2022 • 1 min read
Mentoring group for female financial planners launches

Adviser tips

Mentoring group for female financial planners launches

FFEM has been founded by Magenta Financial Planning’s Gretchen Betts

clock 27 October 2022 • 2 min read
123
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Brooks Macdonald completes Lift buy

03 February 2025 • 2 min read
02

Investment trusts: What the Saba saga means for advisers

03 February 2025 • 4 min read
03

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Why the Lifetime ISA should not be scrapped

03 February 2025 • 4 min read
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