Advisers must operate differently and consider "strategies for retention" to keep the wealth of different generations within their business, according to Schroders director of intermediary solutions Gillian Hepburn.
Pointing to research conducted by Sanlam last year, for example, Hepburn (pictured) says that, within the next 30 years, the country will see a huge transfer of intergenerational wealth, with trillions...
Targeting intermediary market
Represents £8trn in assets
Simplify and modernise
Retirement Planner Forum 2019