Wealth and Asset Management
Wealth managers risk 'baffling with science' when talking to heirs
Wealth managers risk alienating their clients' heirs by “trying to show off how much they know” when meeting the next generation of clients for the first time, according to Ian Dyall. The head of estate planning at Evelyn Partners said the conversation needs to be “both human and technical” when…
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Click here to read the full story: FT Adviser