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Baby Boomers

Third of advisers have lost 'substantial' assets in great wealth transfer – research

Your profession

Third of advisers have lost 'substantial' assets in great wealth transfer – research

Baby boomers most likely to change adviser

clock 14 April 2026 • 2 min read
Doing your Consumer Duty: Serving Baby Boomer retirees

Consumer Duty

Doing your Consumer Duty: Serving Baby Boomer retirees

Consumer Duty may lead to tensions between advisers and providers

clock 13 February 2024 • 7 min read
Millennials speak to advisers more than any other generation

Your profession

Millennials speak to advisers more than any other generation

Baby Boomers are not engaging with a financial professional at all

clock 22 December 2023 • 2 min read
Baby boomers 'pushed' into retirement despite wanting to work longer

Pensions

Baby boomers 'pushed' into retirement despite wanting to work longer

Research from Dunstan Thomas

clock 18 July 2022 • 2 min read

Technology

Marilyn Cole & Vinay Jayaram: How to solve the retirement puzzle

Address key mistakes

clock 22 July 2019 • 8 min read

Investment

Baby-boomers 'sleepwalking' into poor financial decisions

'After failing to seek advice' - Aegon

clock 27 February 2019 • 1 min read

Retirement

Advisers 'failing to connect' with baby-boomer heirs - Zurich

'Missed opportunities'

clock 22 November 2018 • 1 min read

Your profession

Adrian Boulding: The multiple benefits of 'lifetime giving'

‘Family wealth advisers’

clock 01 June 2018 • 7 min read

Retirement

Adviser clients 39% a year better off in retirement - research

Dunstan Thomas baby-boomer survey

clock 29 September 2017 • 1 min read

Your profession

Brits unwilling to pay the going rate for financial advice

Baby boomers less willing to pay than millennials

clock 21 June 2017 • 2 min read
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