826. Insights: How will The Great Wealth Transfer affect millennials, boomers and banks?
02/15/24 • 46 min
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
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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 [email protected]!
Learn more about your ad choices. Visit megaphone.fm/adchoices
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
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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 [email protected]!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Previous Episode
825. News: VRPs, junk fees, deepfakes and Formula 1's biggest new signing
Our expert host Benjamin Ensor is joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week, including Yapily and Ant Group bringing Commercial VRPs to Europe, new research from Wise highlighting the impact of junk fees, and Airwallex are getting into Formula 1.
PLUS, do you think you could be fooled by a deepfake? Get ready for a mind-blowing scam that cost one bank $25m...
This week's guests include:
- Valentina Kristensen, Director of Growth & Communications at OakNorth
- Roland Selmer, CPO at Yapily
- Rina Wulfing, Senior Policy Lead for North America at Wise
We cover the following stories from the fintech and financial services space:
- Ant International and Yapily Launch Europe’s First Commercial Variable Recurring Payments (VRPs) for e-Commerce (04:35)
- Research from Wise highlights the widespread consequences of junk fees on American consumers (18:35)
- Airwallex race into partnership with Formula 1 team McLaren (33:36)
- Australian payments firm Fat Zebra buys open banking outfit Adatree (46:30)
- HSBC instals the first of ten ‘cash pods’ in towns with no bank branches (55:43)
- Hong Kong finance worker gives $25m to fraudsters after call with deepfaked CFO (57:43)
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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 [email protected]!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Next Episode
827. News: Revolut launch eSims and the EU's need for speed-y payments
Our expert host Benjamin Ensor is joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week.
Stories include Revolut's launch of eSims to combat expensive data roaming charges, new research from Lightyear which shows over £1 trillion of Uk deposits are being stashed in low-interest accounts, and would you date someone based on their credit score? Well you're in luck, because Score is a brand new dating app exclusively for singletons with good credit.
This week's guests include:
- Nadine Timmer-Bodenstein, Ventures Product Lead at 11:FS
- Martin Sokk, CEO & Co-Founder at Lightyear
- Fliss Berridge, Director & Co-Founder at Ordo
We cover the following stories from the fintech and financial services space:
- The European Parliament authorises new regulations for new 'ten second transfers' (06:36)
- More than £1 trillion of UK deposits are in low-interest savings account, according to new research (20:16)
- Pan African Payment and Settlement System (PAPSS) Expands into North Africa (34:40)
- Revolut tackle data roaming charges with their new eSim (43:47)
- Australia's Craggle releases an AI tool for refinancing home loans (56:43)
- Neon Money Hub launch Score, a new dating app for people with good credit (58:42)
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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 [email protected]!
Learn more about your ad choices. Visit megaphone.fm/adchoices
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