Tessa Lee looks at how digital tools and AI can keep clients – and their heirs – engaged
Over the next two decades, an eye-watering £5.5trn will pass from baby boomers to their heirs in the UK. That's not just a statistic — it's a seismic shift that could make or break financial advisers, planners and wealth managers. The big question is: will that wealth stay under your management, or will the next generation take their inheritance and walk out the door? The answer lies in how well advisers embrace digital tools and AI to build lasting relationships—not just with current clients, but with their heirs too. The digital reality check Let's be honest: younger generat...
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