Better BusinessAug 1 2024

Five ways advice firms can future proof their business model

Korrynn Baltzersen

Search supported by

Five ways advice firms can future proof their business model — (Tom Parkes/Unsplash

comment-speech

The ‘Great Wealth Transfer’ is well and truly underway with more than £5.5tn expected to change hands over the next 30 years.

Unlimited access to our award-winning journalism

Read the full story with a free account

Read without interruption - full access to our reporting on the financial intermediary market
Bank CPD while you read
Share your perspectives
Stay in the know with our daily newsletter
Receive personal recommendations

Already have an account?Sign In

More on Better Business

Related Topics

Adviser technology

Your profession