Video: AUSIEX discuss the acceleration of intergenerational wealth transfer

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.

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