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.
Published in
Articles
Tagged under
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.
Published in
Articles
Tagged under
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.
Published in
Articles
Tagged under
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.
Published in
Features
Tagged under