Only 7% of clients of retirement age say their adviser had introduced themselves to adult children
Advisers are missing the chance to connect with the heirs of the baby-boomer generation, according to research carried out by Zurich. The insurer found fewer than one in 14 (7%) of clients of retirement age saying their adviser had introduced themselves to their adult children, suggesting advisers could be missing out on the opportunity to connect with the next generation of savers. More widely, it is estimated £1.2trn in wealth could "cascade down" from baby-boomers to younger generations...
To help support elderly employees and relatives
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Previously from Openwork