More than half (52%) of IFAs saw a marked increase in out of hours contact with clients as attitudes towards personal finances have shifted in the wake of covid-19, according to new research from British wealth manager Charles Stanley. Almost half (47%) also confirmed that clients required a significant level of detail on their investments and performance. The research coincides with the launch of Charles Stanley's new white paper ‘Book of Stories 2.0', which gives advisers an insight into how to navigate the challenges of intergenerational wealth transfer and engage the next generat...
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