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Mothers want advisers to do more to engage with children – Fidelity

News Team, 01/10/2020

The vast majority of mothers receiving financial or wealth advice have said they would like their adviser to do more establish a relationship with their children, Fidelity International research claims.

Seventy-one percent of women the firm surveyed, as part of a nationwide study of 2,000 adults, said they wanted their children to be involved in the financial advice process, with 38 percent saying their children would likely inherit the majority of their accumulated wealt...


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