Lifetime Financial Advice: Enhanced Personalization by Considering Human Capital
Simple, but Not Easy
English - May 07, 2024 13:45 - 31 minutes - 28.9 MB - ★★★★ - 75 ratingsInvesting Business Science Social Sciences investing behavioral science data sustainability behavioral economics sustainable investing decision sciences research human brain Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals
The evolution of financial advice in a few decades time has been nothing short of revolutionary. The industry's transformation has been driven by technological advancements, regulatory changes and evolving investor preferences. Traditional methods of in-person advice have been expanded to include digital platforms, providing investors with greater accessibility and customization. And we've all observed an evolution in financial planning journeys and an increase in the number of advisors making financial planning core to their value proposition. But we still have to ask, is there room for improvement?