69% of advisers are unprepared for the biggest wealth transfer in history
Older generations are set to pass down $72.6trn over the next 20 years, but advisers will only capture £5.5trn of it
financial advisers
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Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline
FCA Consumer Duty compliance deadline 31 July
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Nearly all advisers expect their use of DFMs to increase
Consumer Duty playing a role in driving the trend