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Client segmentation expected to grow amongst advice firms

More financial advisers are going to be segmenting their client base in 2024, according to Aegon and NextWealth. ....

Lifetime Wealth , Consumer Duty , Client Segmentation ,

More advisers are seeing clients fully withdraw retirement savings early

There has been an increase in the proportion of advisers who say that clients are completely withdrawing retirement savings over a short timeframe, Aegon and NextWealth have found. ....

Lifetime Wealth , Chetwood Financial , Retirement Savings ,