thewealthnet

Quilter launches family wealth initiative

News Team, 05/10/2022

Quilter has launched an initiative to help advisers provide an integrated service to whole families.

This initiative comes as the company observed advisers were looking to expand their offering by adding family wealth management services.

Since extending its spousal linking to a full multiple family member discount across generations in April 2020, the number of customers on the Quilter platform that were family linked grew by 34 percent.

By planning together and linking funds, families ca...


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