In this podcast, Richard Berry interviews Max Rofagha, the CEO and founder of Finimize, about the great wealth transfer and the role of Finimize in bridging the gap between retail and institutional investors. They discuss the challenges and opportunities of being integrated into Aberdeen, the growth of Finimize's B2B business, and the importance of curated content in the financial industry. They also explore the impact of the wealth transfer on the investment landscape and share insights on investing strategies and tips.

Takeaways

The great wealth transfer, estimated to be $84 trillion over the next two decades, will have a significant impact on the investment industry.

Finimize aims to bridge the gap between retail and institutional investors by providing high-quality, curated content at an affordable price point.

The key to successful investing is a long-term, patient approach, focusing on value and understanding the businesses behind the investments.

The importance of tailored content for different clients and the need for financial advisory firms to adapt to the preferences of the millennial generation.

Investors should be cautious of investment opportunities that seem too good to be true and do thorough research before making investment decisions.

Chapters

00:00 Introduction and Overview

05:11 Tailored Content Solutions for Clients

11:21 Addressing the Information Asymmetry

30:09 Investing Tips and Strategies

34:42 Final Thoughts and Contact Information