Financial planners need to bear in mind their clients' 'adult children' are staying in the family home for longer and causing more financial strain, Jacqueline Lockie warned PA360 North delegates on Wednesday.
Speaking at Professional Adviser's day-long conference in Warrington, the Chartered Institute for Securities and Investment head of financial planning suggested advisers should encourage their clients...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till