New insights on millennials, the advice gap and intergenerational planning.
Our latest White Paper ‘Face the Future’ continues the theme of our recent webinar by examining how two major forces – technology and demographics – are rapidly changing the provision of UK financial advice.
The paper examines the interconnected topics of millennials, the advice gap and intergenerational financial planning. We’ve worked with leading industry experts to help answer several vital questions:
- How can you best address intergenerational planning?
- How do you market financial advice to millennials in the context of the advice gap?
- What impact is mobile technology likely to have in the future?
- How do we get young people to become tomorrow’s financial advisers?
Good thinking could help you face the future successfully
The financial advice industry has its share of diverse, creative individuals whose key focus is to make the future profitable. These ideas and opinions could add value to your business.
Here’s a summary: Jason Butler (Financial Times personal finance columnist), Holly Mackay (MD of Boring Money) and Iona Bain (author of ‘Spare Change’) provide some unique insights into marketing to millennials; Paul Molyneux of Molyneux Associates outlines a potential solution for recruiting younger financial advisers; Nick Eatock of Intelliflo reviews the impact of mobile technology; Mike Barrett (Consultancy director of the lang cat ltd.) examines the Financial Advice Market Review while John Wilkinson of Simple Financial Advice Limited presents a solution to the advice gap.
Emma Quinn (Senior Platform Marketing Manager, Aviva plc) tackles intergenerational financial planning, including the issue of wealth being transferred from firms when clients pass away. This is an area where advisers could benefit by reviewing their current service models.