Millennials speak with a financial professional more than any other generation, the Personal Investment Management and Financial Advice Association (PIMFA) has found.
Nearly a third (31%) of future beneficiaries had never received any financial advice, according to the Personal Investment Management and Financial Advice Association (PIMFA).
More than a third (36%) of wealth management and advice firms want more support in accessing the right sustainable finance and environmental, social and governance (ESG) investment data.