In this episode of Inside the Flows, we break down a week of meaningful shifts across the advisory landscape, from continued consolidation among firms to strong bank earnings driven by market volatility, and what those trends signal for advisors navigating scale, technology, and client demand.

The conversation then moves into a deeper discussion on retirement and inflation, focusing on a lesser known measure showing that older Americans are experiencing higher cost pressures than the broader population.

00:00 Introduction
05:16 Weekly Recap
12:40 Bank Earnings and Market Volatility
15:51 The Pulse of the Economy: Consumer Credit and Its Impact
17:28 AI Trends: The Shift in Business Models
20:29 Oil Prices and Global Conflicts: Market Reactions
22:51 Inflation and Its Effects on Retirees
30:31 The Importance of Financial Planning Tools
36:23 Future-Proofing Financial Advisory Services

#retirementplanning #retirement #ai #financialplanning #wealthmanagement #ria

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