younger clients

9 in 10 Planners taking on more clients under 40

Nine in ten firms have taken on a larger number of clients under the age of 40 than in previous years, according to a new report.
Average age of HL clients falls from 45 to 37
1 in 3 advisers expect growth in younger clients
Vanguard reports surge in younger investors
Financial Planner sees boom in younger clients
Young clients let down by advisers over ESG – report
Planners aim to adapt models to attract younger clients

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