AUSIEX Head of Sales, Trading and Customer Relationships, Te Okeroa, spoke to Juliette Saly in a recent ausbiz TV appearance to discuss themes from AUSIEX's updated paper 'On the Precipice of Change - Preparing for Intergenerational Wealth Transfer'.

During the interview Te provided insight around:

• The acceleration of intergenerational wealth transfer;
• Changing demographics and technology;
• Investment preferences amongst younger generations; and
• How advisers and practices can best navigate future challenges and enhance their value proposition.

Watch the full interview below and download the research paper.

Download Paper