"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...
Taking the time to look
After 14-month FAS programme
More than half of people over the age of 55 see financial security as a top priority in retirement, yet a third allocate more time to buying a new car, research from Legal & General (L&G) has found.
Rebranded from OMW
Number of benefits