Intergenerational financial planning, millennials and the advice gap

By Lora Benson | Nov 04, 2016
Aviva’s latest White Paper for financial advisers ‘Face the Future’ examines how two major forces – technology and demographics – are rapidly changing the provision of UK financial advice. It examines the interconnected topics of millennials, the advice gap and intergenerational financial planning, combined with information on marketing, mobile technology and recruiting young advisers.

Aviva’s latest White Paper for financial advisers ‘Face the Future’ examines how two major forces – technology and demographics – are rapidly changing the provision of UK financial advice. It examines the interconnected topics of millennials, the advice gap and intergenerational financial planning, combined with information on marketing, mobile technology and recruiting young advisers.

The document includes seven articles from a distinct selection of financial advice industry experts, including: Jason Butler (Personal finance columnist); Mike Barrett (the lang cat ltd); and Holly MacKay (Founder and MD of Boring Money). There is also a useful ‘Hints and Tips’ section which collates the key ideas generated by the contributors.

It’s well worth reading the views of different financial advice experts brought together in one place, each with an eye on the future profitability of the industry. Make sure you download ‘Face the Future’. Time waits for no-one and it could be later than you think.

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