Planners aim to adapt models to attract younger clients

Financial Planners are ready to change their business models in order to attract the next generation of clients, according to a new report.

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Young clients let down by advisers over ESG – report

Over half (59%) of investors under the age of 35 who use a wealth manager would invest more if their money was weighted to responsible investing, according to a new report.

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Financial Planner sees boom in younger clients

The pandemic has resulted in a boom in younger clients signing up for Financial Planning services, according to Plymouth-based national Financial Planner Continuum.

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Vanguard reports surge in younger investors

Fund manager Vanguard has reported a surge in younger investors in the UK.

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