This chapter examines the changing dynamics of investment delivery in wealth management, focusing on the role of technology and tailored solutions. It highlights how Gen Z's expectations for a blend of personal interaction and tech-driven support are shaping the future of financial advisory services.
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Marlena Lee, Global Head of Investment Solutions at Dimensional Investing, shares her thoughts on applying academic research to investing in index funds. Joanne Bradford, President and Chief Money Officer at Domain Money, discusses flipping the narrative on how Americans gain access to financial advice. Tim White, Co-Founder & CGO at Wealth.com, talks about seeing a massive opportunity in estate planning. And we Drive to the Close with Dana D’Auria, Co-CIO at Envestnet.
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