Navigating the great wealth transfer

The great wealth transfer represents opportunity and risk in equal measure for financial advisers. In the latest MPS Watchlist from Investment Week and Professional Adviser, Vanguard’s Warwick Bloore looks at how they can navigate the transfer to ensure the best client outcomes – as well as remain professionally competitive. His article explores how advisers can prepare for the great wealth transfer by: • Engaging early with partners and next-generation inheritors • Understanding generational and gender differences in financial priorities • Balancing technical advice with emotional...