Displaying items by tag: wealth transfer

Monday, 16 May 2022 10:43

Only 1 in 10 Planners expect to retain assets on wealth transfer

The survey was conducted by Octopus Investments

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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wealth transfer
intergenerational
Octopus Investments

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