Bloomberg Businessweek Day Two Live from the Future Proof Festival
Sep 17, 2024
Marlena Lee, Global Head of Investment Solutions at Dimensional Investing, discusses the application of academic research to index fund investments. Joanne Bradford, President and Chief Money Officer at Domain Money, flips the narrative on access to financial advice for Americans. Tim White, Co-Founder & CGO at Wealth.com, unveils the vast potential in estate planning, emphasizing AI's role in transforming financial decision-making. They also explore generational dynamics in wealth management and the impact of technology on client relationships.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Intro
00:00 • 2min
The Evolution of Factor Investing
02:11 • 12min
Navigating Market Complexities
14:08 • 5min
Generational Perspectives in Wealth Management
19:09 • 8min
Tech Meets Finance: A Festival of Innovation
27:32 • 3min
Transforming Estate Planning with AI
30:40 • 4min
The Future of Financial Advisory with AI
34:15 • 4min
Navigating Partnerships and Future Aspirations
38:10 • 5min
Navigating Wealth Management in Today's Economy
43:31 • 4min
Navigating Interest Rates and Economic Pressures
47:51 • 4min
The Future of Investment Delivery: Merging Technology with Personal Service
52:19 • 3min