Skills, relationships and new perspectives for advisory work
OCF data show more under-30s and a profession that is beginning to renew itself. The real issue remains building sustainable paths capable of transferring skills and relationships without reducing mentoring to a commercial promise
The EFPA Italia Meeting in Florence highlighted a challenge that goes beyond portfolios: helping families manage a longer life, balancing care needs, financial independence and greater transparency on costs
Using email and WhatsApp is not enough to manage assets online: artificial intelligence can make complex tools more accessible, while advice must help people understand them and keep control of decisions
Families with significant assets may make sound decisions that are nevertheless disconnected: the value of advice emerges when it helps read resources, goals and responsibilities together
On 21 and 22 October in Florence, the 17th edition puts the spotlight on wealth planning and the needs of a longer life, with FINER research, professional debate and up to 15 hours of training
