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...
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The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers