Bloomberg Businessweek Bloomberg Businessweek Weekend - September 12th, 2025
Sep 12, 2025
Priya Misra, a Core Plus Bond ETF Portfolio Manager at JP Morgan, shares insights on the bond market's health amidst Federal Reserve uncertainties. Jamie Majera from BlackRock discusses the evolving landscape of wealth management and the significance of private markets. Barry Ritholtz emphasizes the behavioral finance aspects affecting investment strategies. Dan Ives talks about Apple's latest product launch and its relevance in the shifting tech landscape. The conversation weaves together technology, innovation, and economic trends shaping the future of investing.
AI Snips
Chapters
Books
Transcript
Episode notes
Wealth Conferences Are Becoming Cultural Festivals
- Future Proof positions wealth management as a cultural, generational shift rather than a traditional conference.
- The event limits attendance and uses tech to pre-schedule meaningful meetings to improve ROI.
Use AI To Enhance Advisor Relationships
- Embrace AI as a tool to supercharge advisor relationships rather than replace them.
- Advisors should adopt AI to become faster and more effective, not to fear displacement.
Client Advice Sources Shift To AI
- Younger clients seek advice from AI rapidly, replacing social media as a source of financial guidance.
- Platforms must blend managed portfolios with self-directed options to meet evolving investor preferences.
