826. Insights: How will The Great Wealth Transfer affect millennials, boomers and banks?
Our expert host Kate Moody is joined by some great guests to talk about The Great Wealth Transfer.
As Baby Boomers pass on an estimated $84 trillion of wealth, they discuss how the products and services to support Millennials will differ, how this may impact established wealth management institutions, and ask how will this change the wealth management landscape in the future?
They also take stock of where the industry currently is and how well equipped, or not, it is to deal with the challenges that lie ahead AND they discuss some of the broader trends in this space to understand what needs to be done and how.
This week's guests include:
- Daniel Hegarty, Founder & CEO at Communion
- Antoinette Rodriguez, President at MarFi Advisors and Chairwoman at Financial Advisor Magazine’s Invest In Women
---------------------------------------
Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services.
Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry.
Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Friday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL.
Whether you’re already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you.
If you enjoyed this episode, don't forget to subscribe and please leave a review
Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com!
Learn more about your ad choices. Visit megaphone.fm/adchoices