Wealth and Asset Management
Advice firms risk losing assets in £5.5tn wealth transfer
Advice firms risk losing client assets as the UK’s £5.5tn intergenerational wealth transfer gathers pace unless they engage spouses and beneficiaries earlier, according to a new white paper from Triple Point. In its report, From Accumulation to Legacy: Transformation of the Financial Advice Market, Triple Point argues advisers must rethink…
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