The Money Marketing Podcast

How can advisers help families with their intergenerational wealth strategies?

Traditionally, wealth has passed from one generation to the next upon death, but as life expectancy increases and society shifts, the generation known as the baby boomers (those born between 1946 and 1964) – many of whom are now reaching retirement – are the wealthiest generation in society. But they are finding themselves caught between elderly parents – many of whom need care – and adult children struggling with university debts, increased living costs and soaring house prices. So how do families ensure wealth is spread across generations, so it benefits everyone?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.

Who wants to live forever?

For this Weekend Essay, News Editor at Money Marketing Michael Klimes delves into the social care crisis and whether Boris Johnson's plans make any sense.

Creating an effective Intergenerational Wealth transfer strategy

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.
 

Instagram & TikTok

For the latest Weekend Essay, Jean-Baptiste Andrieux, Reporter at Money Marketing delves into how financial advisers can add Instagram and TikTok to their professional toolkit.

Navigating intergenerational conundrums

What the UN’s latest climate report means for financial services

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.

An all-consuming business is not a badge of honour

In this week's Weekend Essay Amanda Newman Smith, Feature writer at Money Marketing explains why overworking doesn't always pay off.

Is making my pension illiquid a good idea?

In this week's Weekend Essay, News Editor at Money Marketing Michael Klimes inspired by an open letter from the Prime Minister and Chancellor to the pensions industry he asks whether it is a good idea to make his pension illiquid. 

The rise and rise of DIY investors

This week, Money Marketing reporter Momodou Musa Touray details how the pandemic and investment curiosity created the perfect storm for the  rise and rise of DIY investors.

Podcast: The relationship between advisers and journalists

In this week's Weekend Essay Podcast Money Marketing reporter, Jean-Baptiste Andrieux discusses the complex relationship between reporters and financial advisers.