Advisers need to think about clients of the future and what that group really wants, says Justin Cash
Children are the future for advisers, I keep hearing. A monumental intergenerational wealth transfer is upon us, we are told. Some estimates put the figure around $75tn (£56trn). Others put it at more like $125tn (£93trn). Either way, an awful lot of cash is going to flow down to youngsters over the next two decades. But what do they really want from their future adviser? That's far harder to discern. An awful lot of data has dropped into my inbox over the past few months on exactly that subject. But it still seems like a minefield of contradictions to me. A minefield filled with o...
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