Better BusinessAug 15 2024

Advisers' top three tips for tackling the great wealth transfer

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Advisers' top three tips for tackling the great wealth transfer
The great wealth transfer is under way globally so how should financial advisers respond? (Julien Tromeur/Pixabay)
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The great wealth transfer is estimated to be worth £5.5tn over 30 years, so why is a huge proportion of the advice industry woefully underprepared?

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