Intergenerational wealth is becoming a big issue with financial advisers, as their clients get older and look to pass on their wealth.
But clients' children come with their own set of values and needs, and opinions about how they would lihe to conduct their affairs.
This can be as simple as using technology more than their parents, or needing straightforward simple advice; advisers need to prepare themselves for the future where children will be with more money than they are used to having, and learning the ropes of investing and financial planning like their parents.
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This guide, worth 60 minutes' CPD, aims to look at some of these issues.
