Conversations with CoreData
Podcast Description
Welcome to Conversations with CoreData, an Australian finance podcast featuring our team of researchers and experts as they dive deep into the latest research.
Podcast Insights
Content Themes
The podcast focuses on topics related to finance and advisory services, with episodes exploring key areas such as the future of financial advice, market trends, and customer insights. For example, the inaugural episode discusses the future of advice in Australia through insights shared by industry experts.
Welcome to Conversations with CoreData, an Australian finance podcast featuring our team of researchers and experts as they dive deep into the latest research.
In this episode of the Conversations with CoreData podcast, Head of Research Ervin Sim sat down with Shaw and Partners Head of Private Wealth Chris Smith to discuss the incoming great wealth transfer.In this wide-ranging conversation, Ervin and Chris delve into the challenges for clients navigating this transition, how advisers can best work with clients looking to prepare for the future, and the impact AI will have on the wealth management industry.Timestamps:0:00 What is the intergenerational wealth transfer?3:50 Biggest pitfalls in wealth transfer6:47 Fairness in wealth transfer7:54 Role of financial advisers in succession planning12:44 AI in Wealth Management16:09 How can AI help clients more effectively? This episode follows from our recent partnership with Shaw and Partners on The Psychology of Wealth Transfer. To learn more, you can find full report here: https://www.shawandpartners.com.au/edm/the-psychology-of-wealth-transfer/Get early access to this podcast and exclusive insights by becoming a member of the CoreData Community here: https://poe-au.coredata.com.au/
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