Mobile and instant messaging

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Communicating with the Next Gen

Using mobile to connect with the Next Gen of clients before your competitors do.

According to a UK survey by Russell Investments, for one in 10 wealth advisers the majority of their client base is over 70 years old and for nearly 50% of advisers, between 20 and 50% of their client base is over 70 years old. Such figures will be familiar to wealth management professionals both sides of the Atlantic, as the debate over how well the wealth management industry is preparing for the implications of a significant transfer of wealth and assets from the baby boomer generation to generation X and Y has been gathering pace over the last two or three years.

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The negative effect of cyber security on client trust

Business email compromise attacks, also known as masquerading or invoice scams, are, according to bankinfosecurity.co.uk, becoming more “sophisticated and pervasive”.

The attacks use a range of techniques such as scheduling fraudulent wire transfers or diverting funds scheduled to be sent from one account to another, for example house purchase funds from a lawyer’s escrow account to the scammer’s own account.

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