What do younger clients really want from their adviser?

'They're going to need all the help they can get'

clock • 5 min read

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

CII and PFS celebrate more than 300 chartered graduates

CII and PFS celebrate more than 300 chartered graduates

347 graduate from CII and PFS

Sophia Panayi
clock 21 October 2026 • 2 min read
True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

Short-term policy decisions ‘disturb’ advice landscape

Sophia Panayi
clock 20 October 2026 • 2 min read
PFS Festival of Financial Planning to focus on member stories and Next Gen

PFS Festival of Financial Planning to focus on member stories and Next Gen

PFS approaching festival in a ‘more young and vibrant way’

Sophia Panayi
clock 19 October 2026 • 3 min read