Editor’s Comment: Why millennials have a problem with Planners

If you are a Financial Planner, millennials - those aged roughly 18-38 - are potentially the next big client target group…but there’s a problem.

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Families with ‘multi-retired generations’ to double to 1.2m

Multi-retiree families will soar to over 1m over the next 20 years, according to a new study.

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Wealth planning ‘a broken industry’ expert tells conference

A private wealth management expert has said he believes that the wealth management industry is “broken.”

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Inheritance taboo costs £80k in unnecessary tax

Families could be paying an avoidable tax bill of more than £80,000 because parents are too embarrassed to talk to their children about their financial future, according to new research.

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