Mark Polson: All in the family (linking)

Family linking is the way in which platforms facilitate and reward the process of advising individuals in family groups - exactly what those groups entail is something we'll come back to in a moment. It's no surprise that this is of interest. With the advent of financial planning, as opposed to transactional advice, it's natural that firms widen their net from the client who sits in front of them to her spouse, children, grandparents, grandchildren or others. There are many firms who now describe their business as ‘looking after XX client families'. While IFA firms haven't become mult...