Dave Nadig - Understanding Financial Futurism: Key Innovations Transforming Wealth Management

Tune in to hear:

- Dave is a “financial futurist.” What in the world is this and what does it look like practically in his day-to-day work?

- What “behavioral hacks” does Dave bring to bear in his own practice when he tries to look out beyond 2 years and how does he try to stay out of his own way when thinking about what the future might look like?

- Can the past be used as a vehicle for better understanding the future or is there not much to learn there and we are forecasting in ineffective ways by relying so heavily on the past?

- What is the place of innovation and cutting edge thinking in an industry that is often at its best when it's at its stodgiest?

- In the recent past we have socialized business failure while individualizing business success. What is it going to take for this Zeitgeist to change?

- Which financial innovations does Dave think hold the most promise? On the flip side – what financial innovations does he think are overrated?

- Learn how Dave connects the dots between the overall lack of institutional trust, “polycrisis” and the crisis of meaning.

- Things like the climate crisis can’t be solved on an individual level. How do we take our institutions back and have an appropriate amount of trust in them as a way to solve some of the biggest problems we face?

- What does the research say about whether or not the current flows into passive vehicles perturbs overall market functioning?

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Compliance Code: 0850-OAS-3/24/2023