wealth transfer

Financial advisers are facing significant complexity in their planning for clients amid the generational wealth transfer that is coming.

The great wealth transfer represents opportunity and risk in equal measure for financial advisers.

‘Most advisers are not sufficiently focused on this area’

Survey assesses different attitudes to money across generations

Advisers need to think differently about the next generation of clients

We can't rewind, we've gone too far

‘Unlocking the inheritance economy’