Intergenerational wealth

Over the past few years, concerns have been raised that advisers are at risk of missing out on a generational windfall by failing to service the young people likely to inherit their current client’s wealth. The latest FTAdviser Podcast examines how IFAs can tackle to situation and whether it is a pitfall or an opportunity for the sector. Guests Tom Selby, senior analyst at AJ Bell, and Tracy Crookes, chartered financial planner at Quilter Private Client Advisers, discuss the possibilities.

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com.


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