Progeny
Are Brits too reliant on inheritance for their retirement plans?
Clients may have a ‘dangerous strategy’ in place
Progeny acquires Nottingham-based wealth manager
Taking the firm’s assets under management to £8bn
Best Practice | 28 Jul 23
Why I became a financial adviser…
Victoria Ross was an investment banker before joining Progeny
Best Practice | 6 Jul 23
Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
Will lack of adviser ESG training spark a mis-selling scandal?
Confusing terminology, no standardised reporting frameworks and greenwashing all could pose a problem