Deep dive into the evolving landscape of financial advising. Delving into the impact of macroeconomic shifts, the rise of private equity, and the role of AI and technology in shaping investment decisions. Mark Stringer provides a thought-provoking discussion on the future of financial practices. As we explore the shifting paradigms of wealth management and the generational transfer of wealth, this conversation illuminates the pressing need for the industry to adapt, innovate, and responsibly guide a new era of investors.
In this episode, Pete and Mark discuss:
00:00 Intro
01:05 Private equity and manufacturing perspectives
03:11 Access to information damaging custodians of information
05:15 Self directed investors versus financial advisers
08:57 Engaging with future generations
11:08 Investment platforms and advisory models
13:09 Small companies supported by modern fintech • Regulations
15:50 Should financial tech be regulated?
18:18 Fear of modern tech replacing traditional advice
20:13 Are we at the peak AI hype curve?
24:45 The future of financial advice
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