Advisers overlooking younger clients over asset value bias

The firm said building financial confidence, planning ahead, and giving investments time to generate returns are reasons that "young people need to have access to attainable, trusted advice". "Wealth management services are frequently viewed as the preserve of retired people who have built significant wealth during their lifetime perhaps through selling a business or inheritance," Equilibrium said. The firm has launched a service in a bit to target younger clients with lucrative potential. ‘Equilibrium Essentials' is  aimed at clients who require a tailored solution for managing their...