Inside the Flows - Episode 11

In this episode of Inside the Flows, we break down a week of meaningful shifts across the advisory landscape, from continued consolidation among firms to strong bank earnings driven by market volatility, and what those trends signal for advisors navigating scale, technology, and client demand. The conversation then moves into a deeper discussion on retirement and inflation, focusing on a lesser known measure showing that older Americans are experiencing higher cost pressures than the broader population. 00:00 Introduction 05:16 Weekly Recap 12:40 Bank Earnings and Market Volatility 15:51 The Pulse of the Economy: Consumer Credit and Its Impact 17:28 AI Trends: The Shift in Business Models 20:29 Oil Prices and Global Conflicts: Market Reactions 22:51 Inflation and Its Effects on Retirees 30:31 The Importance of Financial Planning Tools 36:23 Future-Proofing Financial Advisory Services #retirementplanning #retirement #ai #financialplanning #wealthmanagement #ria NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229