PA360 Digital: Advisers risk 'destroying business wealth' by ignoring next generation
Follow the assets
Advisers who fail to build relationships with clients’ family members risk destroying the value of their business as wealth is passed on to the next generation, delegates heard.
Schroders intermediary solutions director Gillian Hepburn said it is essential advisers identify where client assets will flow upon client death, and for intermediaries to build relationships with likely...
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