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المدونة الصوتية تستحق الاستماع
برعاية
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1 Episode 21: The Heiress Who Helped End School Segregation 35:10
The changing preferences for advice across generations
Manage episode 419555634 series 2512387
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.
275 حلقات
Manage episode 419555634 series 2512387
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.
275 حلقات
모든 에피소드
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1 ‘The greatest bloody manipulation’: What can be done about the CSLR? 41:05
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1 Advisers’ key concerns leading up to the federal election 50:17
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1 ‘Big win for the profession’: The importance of education reform 37:22
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1 Navigating the complexities of cyber security in 2025 43:07
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1 Leadership in a changing world – Trump’s influence on DEI and beyond 36:15
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1 Why firms bringing on PY advisers is vital for the future of advice 29:35
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1 M&A trends and the Australian financial services landscape in 2025 41:06
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1 The Coalition’s vision for financial advice with shadow minister Luke Howarth 50:58
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1 Navigating the intergenerational wealth transfer 31:38
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1 NCAs on the horizon: What does DBFO part 2 mean for advice? 35:21
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1 Key issues emerging from the Dixon/CSLR inquiry 55:00
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1 Unlocking efficiencies in the financial advice process 33:03
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1 Top legislative issues impacting advice profession 30:33
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1 Understanding the tax deductibility of advice fees 42:51
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1 How an advice framework can boost serviceability 26:09
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