Industry Voice

The intergenerational wealth transfer opportunity is there for advisers that are willing to engage with both existing clients and their wider families.

Opportunities exist for more structured gifting plans if households and families understand the long-term impact gifting can have.

BMO’s Claudia Wearmouth and Vicki Bakhshi on how they focus their approach

The pandemic brought home the unexpected nature of investment returns and the impact those can have on retirement planning