"Getting the family to think as a family" was one of the many tips for advisers and wealth managers to emerge from today's Professional Adviser/Investment Week webinar on retaining clients across the generations.
"When we first speak to them, a lot of millennials do not perceive they need any wealth management because they do not perceive they have any wealth to manage," explained St James's Place head of overseas...
Assist customers to get better deal
CIO Stephen Jones will take up UK duties on an interim basis
Expansion of Marcus
The Sunday Times continues SJP investigation - three things your clients may call you about this week …
What made financial headlines over the weekend?
They join the technical teams