Advisers expect to lose half of their client heirs

CoreData found UK advisers think more than half (58%) of their client heirs will choose not to retain their services once their client passes away. This compares to US advisers, who think just more than two-fifths (43%) of client heirs will chose not to continue with them. The research group surveyed 520 UK and US advisers and found one in five (19%) UK advisers and 11% of US advisers never met the children or heirs of their primary clients. It also found a third (35%) of UK advisers met their client beneficiaries less than once a year. When asked what they were doing to retain ...