The financial services industry has entered a period of unparalleled opportunity as the nation enters what many are calling ‘the inheritance economy’.
This represents the greatest transfer of wealth in history as capital of some £5.5 trillion is expected to flow down through the generations over the next 30 years.
Matthew Steiner of Stellar Asset Management took the time to tell GBI Magazine about three client challenges every adviser can expect to face in the near future.
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