Displaying items by tag: intergenerational
Thursday, 11 May 2023 09:49
1 in 4 advised clients funding adult children
A quarter (25%) of financial advisers are working with clients to release funds to help adult children, according to a new report.
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Monday, 16 May 2022 10:43
Only 1 in 10 Planners expect to retain assets on wealth transfer
Only 10% of Financial Planners are very confident they would retain assets under advice when wealth is transferred to clients’ family members, according to new research.
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Monday, 22 November 2021 09:05
Curtis Banks backs charity fighting generational 'inequality'
Curtis Banks has partnered with the Intergenerational Foundation, a charity focusing on tackling wealth unfairness between generations.
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Thursday, 02 May 2019 11:24
FCA launches intergenerational finance discussion paper
The FCA has today published a discussion paper on intergenerational financial differences, exploring the changing financial needs of consumers from different age groups.
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