Advisers are looking to adapt to changing expectations as they report growing numbers of clients aged under 50, according to FE Fundinfo research.
Surveying 100 UK advisers, FE Fundinfo's 2026 Financial Adviser Survey revealed 96% of advisers reported an increase in clients under 50, "hinting at the great wealth transfer", the firm said. Currently, 32% of the client base for respondents' practices is under 40. Consequently, advisers are having to cater for a younger demographic with different expectations. For example, survey respondents reported a 42% mean share of client base that is ESG-focused, while 86% stated that client interest in ESG has grown over the past three years. A "seamless" technology experience will likely ...
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