Society of Independent Financial Advisors

“The Future of Wealth and Advice”

I delivered a keynote at SIFA’s Queenstown conference exploring the megatrends reshaping wealth and financial advice, including demographic change, longevity, AI, and the great wealth transfer. The session examined what these shifts mean for advice businesses, from changing client expectations and rising technological disruption to the growing importance of building trusted relationships across households, generations and decision-makers.