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ON PURPOSE: RIA of the Future

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CoinDesk에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 CoinDesk 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

On this episode of “On Purpose,” host Tyrone Ross envisions the future of the Registered Investment Advisor (RIA) industry. A shift in clientele is set to occur as the baby boomer generation passes the baton to the millennials. The wealth management industry, as it stands today, is not prepared for the millennial client of the future.

As phones continue to permeate more and more aspects of daily life, Ross says the RIA of the future is on the phone, on an app. Clients will hold their financial plan, estate plan and assets on-chain, all being navigated and altered from their phones. Gaming, the metaverse and Web 3 will be the topics of conversation with clients more and more as time goes on.

Ross expresses that one thing will remain true, no matter what: Clients will always need advice. They will always pay for advice. What does the adviser of today need to learn in order to be a successful adviser in the next five, 10, 15 years?

This episode has been produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is Walk with Swag.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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320 에피소드

Artwork

ON PURPOSE: RIA of the Future

CoinDesk Reports

65 subscribers

published

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Manage episode 314474760 series 2800018
CoinDesk에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 CoinDesk 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

On this episode of “On Purpose,” host Tyrone Ross envisions the future of the Registered Investment Advisor (RIA) industry. A shift in clientele is set to occur as the baby boomer generation passes the baton to the millennials. The wealth management industry, as it stands today, is not prepared for the millennial client of the future.

As phones continue to permeate more and more aspects of daily life, Ross says the RIA of the future is on the phone, on an app. Clients will hold their financial plan, estate plan and assets on-chain, all being navigated and altered from their phones. Gaming, the metaverse and Web 3 will be the topics of conversation with clients more and more as time goes on.

Ross expresses that one thing will remain true, no matter what: Clients will always need advice. They will always pay for advice. What does the adviser of today need to learn in order to be a successful adviser in the next five, 10, 15 years?

This episode has been produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is Walk with Swag.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

320 에피소드

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