Misconception or Magic: What to Know About the Modern Wealth Management World

At the Communify Intelligence Experience, Rupert Baron, co-founder, TechnoWealth, returns to Finextra TV to unpack how the definition of wealth keeps moving and what that means for the industry. Baron argues the FCA's softening of the rules is nudging wealth management toward greater nuance rather than greater complexity, questions whether firms have truly embraced AI beyond the LLM, and reframes the great wealth transfer as a two-step process – first to the surviving spouse, statistically a wom...