Female client focus 'vital' as great wealth transfer comes

This episode of Professional Adviser TV unpacked the importance of intergenerational wealth planning, and how this is going to become increasingly vital as we see the great wealth transfer occur. Davidson spoke on how advisers will have to adopt their services to meet the needs of clients who will be inheriting this wealth, especially how they consider and work with female clients, as the major of wealth will be in the hands of women. The impact of the great wealth transfer on the world of financial advice was also highlighted, as well as how technology will have an impact on the need...