Advisers are at risk of neglecting the under-45 segment of the market, and missing the chance to win inherited pots as a result, Sanlam UK has warned.
Sanlam's Generation Game report looked at the generational wealth transfer expected to take place in the UK over the next 30 years. The majority of advisers surveyed said they were acutely aware of...
Keep your paraplanners close
Dominic Sanzari, 26, was an unhappy accountant but now he's an ecstatic associate financial planner. Here he explains how the Succession Wealth graduate programme enabled his dream to become reality
That Friday feeling
Company decision making is rarely rational
Life's rich tapestry
Westminster steelworker meeting
How female role models in the office make a huge difference
Latest FE fundinfo Adviser Fund Index