Mark Stringer

Deep dive into the evolving landscape of financial advising. Delving into the impact of macroeconomic shifts, the rise of private equity, and the role of AI and technology in shaping investment decisions. Mark Stringer provides a thought-provoking discussion on the future of financial practices. As we explore the shifting paradigms of wealth management and the generational transfer of wealth, this conversation illuminates the pressing need for the industry to adapt, innovate, and responsibly guide a new era of investors.

In this episode, Pete and Mark discuss:

• 00:00 Intro
• 01:05 Private equity and manufacturing perspectives
• 03:11 Access to information damaging custodians of information
• 05:15 Self directed investors versus financial advisers
• 08:57 Engaging with future generations
• 11:08 Investment platforms and advisery models
• 13:09 Small companies supported by modern fintech • Regulations
• 15:50 Should financial tech be regulated?
• 18:18 Fear of modern tech replacing traditional advice
• 20:13 Are we at the peak AI hype curve?
• 24:45 The future of financial advice