Nearly one in five advisers are concerned about their ageing client base and one in eight are worried about marketing costs and how they will attract new clients, a new survey suggests.
The ‘Future of Advice – Beneath and Beyond’, a new paper from analysts AKG and co-sponsored by wealth manager Charles Stanley, suggests the most enduring and profitable advised opportunity is linked to the various retirement life stages of baby boomers.
The paper says more thought needs to be put into intergeneration advice opportunities, with more than a third of the 1040 people surveyed saying a major life event wou...
