The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Contenido proporcionado por The ifa Show and Momentum Media. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The ifa Show and Momentum Media o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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The changing preferences for advice across generations
Manage episode 419555634 series 2512387
Contenido proporcionado por The ifa Show and Momentum Media. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The ifa Show and Momentum Media o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by DASH chief executive officer Andrew Whelan ahead of the Adviser Innovation Summit in June to discuss the intergenerational transfer of wealth.
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Whelan explains how the wealth transfer is leading to seismic shifts within financial advice, which is compounded by younger generations preferring digital interactions over face-to-face meetings – a trend that financial advisers must adapt to in order to remain relevant.
The pair discuss:
- The changing preferences and evolving client expectations for advice across generations.
- The critical role of digital advice in addressing the advice gap, particularly for those with simpler needs or lower investable assets.
- How advice firms can increase profitability through strategic technology adoption.
261 episodios
Compartir
Manage episode 419555634 series 2512387
Contenido proporcionado por The ifa Show and Momentum Media. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The ifa Show and Momentum Media o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by DASH chief executive officer Andrew Whelan ahead of the Adviser Innovation Summit in June to discuss the intergenerational transfer of wealth.
…
continue reading
Whelan explains how the wealth transfer is leading to seismic shifts within financial advice, which is compounded by younger generations preferring digital interactions over face-to-face meetings – a trend that financial advisers must adapt to in order to remain relevant.
The pair discuss:
- The changing preferences and evolving client expectations for advice across generations.
- The critical role of digital advice in addressing the advice gap, particularly for those with simpler needs or lower investable assets.
- How advice firms can increase profitability through strategic technology adoption.
261 episodios
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Similar a The ifa Show
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
continue reading
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…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
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continue reading
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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continue reading
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