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Financial Planning

Advisers must prepare for the next generation of clients

BY EMMA RAPAPORT | WEDNESDAY, 7 JUN 2017 12:48PM

Financial advisers who take the initiative to understand new financial products favoured by millennials will be the first in line to secure the next generation of clients, according to former XY adviser and author Clayton Daniel.

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Read more: Adviser, Millennials, Education, Clayton Daniel, XY adviser, Consumer, BrickX, Acorns, Gen Y, New clients

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