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:
In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, financial adviser at Complete Wealth, to ...
In this week’s special episode of The ifa Show, we present outgoing Financial Services Minister Stephen Jones’ address ...
In this episode of The ifa Show, host Keith Ford is joined by Sarah Abood, chief executive of Financial Advice ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin