Citywire Citywire: Keep it in the family

Turning one client into many

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The industry has successfully guided baby boomers to retirement. But their loved ones can think and act very differently. With 80% of UK advisers not having a relationship with their current clients’ beneficiaries, what does this mean for advice businesses? 

 

This episode explores what business risks an advice firm faces and what the opportunities are going forward.
15 Mar 2023 English South Africa Investing · Management

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