Better with age: speaking to baby boomer clients

The nature of financial advice is changing as the large Baby Boomer demographic confronts retirement. Suddenly, many conversations with clients are shifting rapidly beyond wealth management to topics related to this new stage of life.

Advisers have an opportunity to start discussions about estate planning, powers of attorney, enduring guardians and aged care. Planners clearly need to take the steps necessary to ensure they are equipped to have these conversations.

Posted by editor on Tue, 15 May 2018 09:05