Independent Financial Adviser: Financial advisers ‘pivotal’ to a secure transfer of wealth
Selfwealth
As the Australian population continues to age, financial advisers are set to play an important role in facilitating the transfer of wealth and assets to the next generation.
As such, Craig Keary, chief executive of online trading platform Selfwealth, noted the importance of advisers in ensuring assets are transferred effectively so as to not lose too much from the stock market. If that were to happen, Selfwealth said it would have “real consequences for the Australian economy”.
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