Money Marketing chief reporter Lois Vallely catches up with Quilter advisers Tracy Crookes and Heather Owen, to talk about how advisers can support families with their intergenerational wealth strategies.
An intergenerational wealth transfer strategy is something that advisers cannot afford to ignore, both from a business perspective and a financial planning perspective.
In this podcast, Money Marketing feature writer Amanda Newman Smith asked Quilter’s retirement expert Ian Browne for his thoughts on the importance of family financial planning and some of the issues that advisers might want to consider when trying to appeal to different generations.
This is the second episode of our podcast series on intergenerational wealth in association with Quilter.
In this week's Weekend Essay, Lois Vallely outlines the important implications of the UN's latest climate report for financial services and why it should be taken seriously.