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May 1, 2025

The generational wealth gap and investment risks – a looming risk for broker

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The generational wealth gap and investment risks – a looming risk for broker

There’s a growing gap in how different generations invest, potentially creating real risks for brokers.

Younger clients are turning to crypto, social media influencers, and high-risk alternatives. The FCA is cracking down, and advisers could get caught in the middle if things go wrong.

Brokers need to ask tougher questions, understand what’s really going on with their clients’ advice models, and stay ahead of the risk.

Kate Albert, our CEO, breaks it down in this piece for Insurance Age.

Click here to read the article.

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