26th September 2019
The Financial services industry has entered into a period of unparalleled opportunity as our nation enters what many are calling the inheritance economy.
The inheritance economy represents the greatest transfer of wealth in history as capital of some £5.5trillion is expected to flow through the generations over the next 30 years.
For financial advisers it presents some outstanding opportunities to participate in this wealth transfer and Stellar Asset Management has launched a new service to help financial advisers and wealth managers to maximise these opportunities.
Stellar ICENI is a new service for advisers which provides them with the tools to unlock planning opportunities and offer a superior service to their clients....