- Thursday, 14 October 2021
Nearly 9 in 10 Financial Planners expect demand for inter-generational advice to grow over the next 5 years, according to new research.Read more...
- Tuesday, 05 October 2021
A new cloud-based platform to help advisers with estate planning has been launched this morning.Read more...
- Tuesday, 28 September 2021
Financial Planners should build in compulsory ‘family updates’ from clients at each review meeting to kickstart the conversation on inter-generational wealth transfer, a leading Chartered Financial Planner has told Financial Planning Today.Read more...