IFA market set for mass client switching due to wealth transfer
Just 48% of inheriting Brits have a relationship with an adviser used by family members
Source: international-adviser.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: Transact client numbers rise and annuity service issues
Good morning and welcome to your Morning Briefing for Tuesday 18 July, 2023. To get this in your inbox every morning click here. Transact clients reach record high The number of clients using the Transact platform has reached a record high, rising 3% to 229,000 at the end of the third quarter of 2023. In a quarterly
Source: moneymarketing.co.uk