How should families discuss their finances?
We are seeing the largest inter-generational wealth transfer in history - an increase of 66% in the United Kingdom over the next 10 years to £115 billion in 2027¹, according to the Cen...
Adviser-Hub 18th Oct 2018
Financial advisers are under-engaging with HNW clients
A new report from Oppenheimer and global research firm CoreData Research suggests advisers are missing an opportunity to build long-term relationships with families as wealth transitions across genera...
Adviser-Hub 25th Sep 2018
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