Reviewing your business strategy to take account of intergenerational issues can be a real benefit to your clients, says Tim Orton - and also help avoid some nasty surprises from the offspring of those you currently advise
Out of the blue, a financial adviser receives a phone call or email from the son or daughter of a longstanding, recently deceased client. The message confirms the assets the adviser has managed so diligently...
Data quality is key
Granted leave to appeal the judgement