DiscoverUncommonCentsUncommonCents Episode 91: Navigating Retirement, Technology, and AI in Financial Advice
UncommonCents Episode 91: Navigating Retirement, Technology, and AI in Financial Advice

UncommonCents Episode 91: Navigating Retirement, Technology, and AI in Financial Advice

Update: 2025-09-18
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Description

Dean Holmes shares insights from the Count Conference, covering Australia’s $94B wealth transfer, estate planning, adviser-led super solutions, and the role of tech and AI in advice.


Key topics:

  • Australia's retiring population & $94B wealth transfer
  • Estate planning & 36-month client reviews
  • Adviser-led super vs industry funds
  • Documented investment philosophy
  • AI, automation & change management




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UncommonCents Episode 91: Navigating Retirement, Technology, and AI in Financial Advice

UncommonCents Episode 91: Navigating Retirement, Technology, and AI in Financial Advice

Dean Holmes & Craig Kouimanis