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“The inter-generational wealth transfer is upon us now, so we need to be on the front foot," said Sarah Lord, president of the PFS.
The Personal Finance Society (PFS) has plans to focus on growing a new generation of clients in 2022, building towards a "strong, sustainable and profitable profession."
In order to better adapt to evolving client needs, the PFS will provide both human and tech-enabled services, as well as webinars, articles and good practice guidance to its members, according to Sarah...
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