Why younger clients are an opportunity firms should not overlook
Diversifying the age range of clients served by capturing young clients early in their journeys is a form of future-proofing, writes Yasmina Siadatan
Source: professionaladviser.com
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TIME Investments launches report highlighting millennials and Gen Z advice opportunity
A report by TIME Investments shows that Millennials and Generation Z are actively engaged in saving, investments and inheritance planning.
Lack of understanding the main reason for not seeking an adviser
Nearly half (44%) of people who do not use a financial adviser have said that it is due to a lack of understanding of what they can offer them.
Source: professionaladviser.com
The Morning Briefing: AJ Bell customer numbers rise and new CRO for Brooks Macdonald
Good morning and welcome to your Morning Briefing for Thursday 20 July 2023. To get this in your inbox every morning click here. AJ Bell customer numbers rise AJ Bell has reported a 12% rise in customer numbers over the past year. In a trading update for the three months ended 30 June, the platform business said
Source: moneymarketing.co.uk