article thumbnail

The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today

Nerd's Eye View

For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. represent our past and present industry's reactive focus on coming up with solutions to address client problems, Financial Advice 3.0

article thumbnail

The Year 2030: My Conversation with ChatRET Clients

Advisor Perspectives

I wrote this article in 2030 after I interviewed several retirees whose income plans were designed by ChatRET.

Clients 97
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

$30 trillion by 2030: Supporting the growing needs of women investors

Nationwide Financial

2 By 2030, women are expected to control nearly $30 trillion in assets, “representing a potential wealth transfer of such magnitude that it approaches the annual GDP of the United States.” 14 The post $30 trillion by 2030: Supporting the growing needs of women investors appeared first on Nationwide Financial.

article thumbnail

10 Tuesday AM Reads

The Big Picture

Time ) • How Fossil-Fuel-Owning Alts Managers Became Green-Energy Leaders : Firms like Brookfield and Carlyle are buying up polluters and promising to scrub them clean ( Institutional Investor ) • 2024 Rolls-Royce Spectre EV : RR introduces its first all-electric vehicle, as it plans to phase out ICE by 2030. (

article thumbnail

Deconstructing Portable Alpha

Random Roger's Retirement Planning

I used AQMIX, AQRIX and client/personal holding MERFX because they've all been around for a while and BTAL is also a client/personal holding. There's no way to know if repeating this same study running from 2015 to 2030 after a flurry of funds came out in the mid-2010's might get us closer but we can check back in five years.

article thumbnail

How to Attract Tomorrow’s Clients

Advisor Perspectives

By 2030, $30 trillion will be controlled by women. With the great wealth transfer as the catalyst for change, advisors need to update their strategy and tactics to better connect with, retain and grow relationships with these clients who stand to inherit the bulk of the assets.

Clients 52
article thumbnail

Stocks to Watch in These Emerging Sectors for the Next 5 Years

Trade Brains

Renewable Energy Renewable energy stands at the forefront of India’s sustainable future, driven by ambitious national goals of achieving 500 GW of clean energy capacity by 2030. Additionally, their strong client relationships and technical capabilities position them perfectly for the upcoming electronics manufacturing boom.