A new generation of young advisers and fresh entrants can create a strong value proposition for advice practices who want to capitalise on the intergenerational wealth transfer.
Integro Private Wealth managing partner Justin Gilmour says that young advisers have a role to play in ensuring that the next generation of clients – or their clients’ children – are equipped to make good financial decisions as they begin to receive large sums of money and ultimately manage a whole-of-family wealth.
