Best Practice | 7 Jun 23
Advice industry needs to promote family wealth discussions
As 19% of Brits over 60 say they have never spoken to their children about their finances
43% of Brits over 55 unaware of tax-free pension rules
Retirees need to consider ‘key things’ before they take their lump sum
Financial planning is becoming harder, say advisers
Clients are finding financial decision making more challenging too
Allfunds and Endowus team up to launch digital fund brokerage platform
Hong Kong investors will have access to over 160 funds, managed by 50 global managers
Number of HNWIs globally drops by 3.3%
Value of their wealth has also decreased by 3.6%