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Advisers told to form connections with clients' kids

Wednesday 16th of November 2016

An international survey of advisers showed that while advisers were generally good at engaging with both halves of a couple, their relationships with clients’ children were less strong.

The research found that almost 70% of high-net-worth clients were aged 60 or over.

"Overlooking the children of these investors is ill-advised as most are not adolescents, but adults well into thei...

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