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.
