Advice practices grapple with the best way to communicate the value of the advice they are giving, but an often overlooked part of that is listening to the unique needs and goals the client has.
Less than one in three FPA members are women, but private wealth held by women is increasing. Women make up less than a third of the Financial Planning Association’s (FPA) membership base, the
Host Maja Garaca Djurdjevic is joined by the CEO of WOW Women’s Group, Tracey Sofra, to chat about the changing landscape of advice and why self-care is more important than ever. Speaking to Ma
The world is changing forever so advisers need to make sure they’re adapting and evolving too, an industry professional has said. Speaking on the latest ifa podcast, the CEO of WOW Women’s Group