It's a family affair: How advisers can close the participation gap

Building deep, trusted relationships has always been at the heart of financial planning. Yet ensuring that advice meets the needs of not only the individual client, but also their partner and wider family, remains one of the profession's most persistent challenges.  Our latest research, conducted in partnership with NextWealth, shows how established client habits around advice meetings may be contributing to a gap in participation. More than half of clients (52%) say only one partner regularly attends annual reviews, while 37% of couples who plan to attend together say that, in practi...