How can advisers prepare their firms and clients for the great wealth transfer?

Financial advisers are facing significant conundrums in their planning for clients amid the generational wealth transfer that is coming over the next few decades. On the one hand, baby boomers with ‘golden-age’ pensions that are living longer than ever before. On the other, the rising young investor keen to make a quick buck, seeking advice from YouTubers and TikTok influencers. Read the full article in Cash: The Next Chapter in association with Flagstone.