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Adviser tips

Adviser tips

Industry Voice: 4 ways to demonstrate the value of a gifting strategy to a family

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

clock 26 July 2021 • 4 min read

Adviser tips

Industry Voice: Identifying the right households to speak to about gifting

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

clock 19 July 2021 • 4 min read

Adviser tips

Industry Voice: 5 ways for advisers to appeal to younger generations

Younger generations are facing financial pressures and difficulties. But the prospects of Generation X and Millennials must be prioritised for advisers looking to grow their business.

clock 12 July 2021 • 3 min read

Adviser tips

Industry Voice: Talking to your clients - simple steps for advisers to add value to annual reviews

Meeting with clients allows advisers to demonstrate their own value, as well as better understand their client’s financial goals. But what role should intergenerational wealth play in these annual conversations?

clock 05 July 2021 • 3 min read

Adviser tips

Industry Voice: How at risk is your advice business from intergenerational wealth transfers?

The industry has successfully guided baby boomers to retirement. But their children think and act very differently. Without an intergenerational strategy there could be a rapid decline in clients and AUM.

clock 28 June 2021 • 3 min read

Adviser tips

Barrie Dawson: Advising trustees is a different ball game

Five key points

clock 18 June 2021 • 5 min read

Adviser tips

Industry Voice: We need to talk about the advice gap

clock 27 April 2021 • 3 min read

Your profession

Giles Dunning: Picking the right buyer for an IFA business

How do you sort the wheat from the chaff?

clock 18 March 2021 • 4 min read

Investment

Heather Hopkins: Talking to clients about ESG

'What are you trying to achieve with your wealth?'

clock 17 February 2021 • 4 min read

Your profession

Lawrence Cook: Breaking the business status quo

'Time for a new model, now'

clock 05 February 2021 • 3 min read
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