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
article thumbnail

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

Nerd's Eye View

Professional service industries tend to evolve over time as the regulatory environment evolves and new technologies emerge. 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.

Insiders

Sign Up for our Newsletter

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

article thumbnail

AI-Focused ETF Assets Could Triple to $35 billion by 2030

Advisor Perspectives

Exchange-traded funds tracking companies that are linked to artificial intelligence may see their assets grow three-fold to $35 billion by 2030, a report by Bloomberg Intelligence shows.

Assets 52
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

Global Hiring Guide: Top Emerging Fintech Hubs

In fact, according to a report from Korn Ferry, by 2030, more than 85 million jobs could go unfilled across three major industries: telecommunications, manufacturing, and technology. The fintech industry is growing exponentially — in the first quarter of 2022, the sector saw a 182 percent increase in tech job growth.

article thumbnail

Imagine Financial Planning 2030

Advisor Perspectives

AI’s arrival will have an increasingly large impact on our lives. That includes investing and, especially, other aspects of financial planning.

article thumbnail

Retirement Trends Anticipated by 2030

Advisor Perspectives

Principal Financial Group ® recently released the results of an extensive survey it conducted asking advisors and employers their expectations for the future of retirement. Among the key trends it identified were an aging workforce with evolving financial planning needs.