RESEARCH

Advisers must be more creative in attracting new clients for future survival, according to new research

Advisers must be more creative in attracting new clients for future survival, according to new research

The Future of Advice – Beneath and Beyond, a new paper from independent analysts AKG and co-sponsored by wealth manager Charles Stanley, reveals that the most enduring and profitable advised opportunity is linked to the various retirement life stages of baby boomers and propositions must be developed to ride the wave of those in and approaching retirement.