“Digital legacy ‘overlooked’ in financial planning by clients”

Nov 6, 2023 | Digital, Financial Services

This was a new concept for me, too. Your ‘digital legacy’ is your online life and, like it or not, we all have one and those who don’t are becoming rare beasts indeed. If you’re into this stuff, it could be your Insta/FB/Linkedin/X formerly known as/TikTok profiles, or various bank and other accounts or, if you’re really up there, your Wiki page. If none of that makes any sense, you may not have a problem. But the fact that there are companies specialising in what happens, or what you would like to happen to all of this stuff when you die, means that many have. I guess that, at the very least, leave a list of your passwords with your will so that someone can trawl through. If you actually want a ‘digital legacy’ well…you may be asking the wrong person here.

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“‘Millennial clients require a different style of advice'”

“‘Millennial clients require a different style of advice'”

Don’t we all love to pigeonhole, about as much as we hate to be pigeonholed. It’s fair to say  that the majority of financial advisers’ clients fit in the ‘Boomer’ hole, those born between 1946 and 1964, with an increasing number of 1965 to 1980 Ten X-ers, who are either at-retirement or reaching the age when it’s suddenly imminent.