Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

As significant amounts of assets change hands in the Great Wealth Transfer, financial institutions face a defining moment: evolve or risk becoming irrelevant. The next generation of investors is even more diverse and digital-first, and their expectations won't be met with legacy models. Technology is already rewriting the rules of wealth, so the industry must rethink how to engage, advise, and innovate. Hyper-personalisation and fintech disruptors are reshaping financial advice. But the real challenge isn't just about adopting new tools—it's also about reimagining for whom wealth m...