The changing preferences for advice across generations

An episode of the The ifa Show podcast, hosted by Momentum Media, titled "The changing preferences for advice across generations" was published on May 22, 2024 and runs 23 minutes.

May 22, 2024 ·23m · The ifa Show

0:00 / 0:00

Episode Description

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.

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.

Share this episode

Similar Episodes

24 Devotion XXI (21)

Apr 13, 2026 ·18m

25 Devotion XXII (22)

Apr 13, 2026 ·15m

26 Devotion XXIII (23)

Apr 13, 2026 ·19m

Apr 13, 2026 ·67m

12 Devotion IX (9)

Apr 13, 2026 ·15m

13 Devotion X (10)

Apr 13, 2026 ·16m

Similar Podcasts

PT Pintcast - Physical Therapy Jimmy McKay, PT, DPT | Physical Therapy Podcast PT Pintcast is a physical therapy podcast featuring conversations with physical therapists, clinic owners, educators, and leaders shaping the future of physical therapy.Hosted by Jimmy McKay, PT, DPT, PT Pintcast blends real talk, big ideas, and practical insight on clinical care, business, culture, and where physical therapy is headed next. If a TED Talk and a radio show had a baby and raised it in a physical therapy clinic, this would be it. Arcadia in Avernus by Will Lillibridge (1878 - 1909) LibriVox Unhappy wife leaves marriage of convenience for another man, the couple running away to the Dakota prairie to set up housekeeping. All seems romantically well... until the ex shows up. Surprisingly modern (if a little theatrical) novella from the early 1900's. From the posthumous collection of Lillibridge short stories, A Breath of Prairie, 1911. Luis Miguel Oluwo IFA Oma luis ceides This podcast is about the Afro-Cuban Spiritual Traditions of Osha/IFA. The Touch of Sound Jesse and Jonah Marks If a picture is worth a thousand words, how many is a sound worth? Together, we will find out! Over the past 12 years, we have travelled the globe with a microphone and a mission: to collect authentic and high-quality audio recordings. Each recording creates a snapshot in time, a story waiting to be told, or a glimpse of a better understanding of the world we all share. Join us as we spotlight the world in a unique and fun way!

URL copied to clipboard!