[ad_1] Scott Gilmour is the chairman of the I Have A Dream Charitable Trust. My article last week talked about the appeal to capitalists – indeed, all Kiwis – of…
Tag: intergenerational
Intergenerational business strategy absent in two in five advice firms
[ad_1] Advisers risk losing potential clients if they fail to put in place a clear intergenerational business strategy, according to research from HSBC Life. The study, which surveyed 200 advisers, found almost…
Two in five advice firms don’t have an intergenerational business strategy
[ad_1] “If they don’t put into place strategies to build a trusting relationship with inheritors there is a very real risk that this wealth will go elsewhere.” Advisers are missing…