Episode Details

Several "megatrends" are rapidly re-shaping the dynamics of the wealth management industry -- seemingly in real-time. A massive intergenerational transfer of wealth, the emergence of new technologies, and the need to provide clients of all ages with comprehensive planning and investment services has created a new era for financial advice. Or, "Wealth Management 3.0" as Flourish CEO Max Lane describes it in this in-depth interview with Emigrant Partners' Managing Director Mark Bruno. Max and Mark discuss how these megatrends are unfolding, and how advisors can capitalize on a number of new growth opportunities.