Where your next high net worth clients will come from

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Andy Zanelli, head of technical consultancy at Axa Wealth, assesses the future financial planning needs of Generation X...

There can be no doubt that the Retail Distribution Review (RDR) should be seen as a terrific enhancement to the provision of financial advice. For the adviser community it is the biggest change to our world in the last 20 years and the need to address each of the strands of RDR has, for many, led to the need to reshape various aspects of their business. A natural output of this exercise has seen many advisers taking a fresh look at the existing relationship and asking the question: Do I want to retain this client moving forward? Of the many questions that the RDR poses, the one tha...

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