Inside Episode 9 of Inside the Flows, we break down a week that shows just how quickly the industry is evolving, from advisor movement across firms to rising investment in AI and its real impact on jobs and cost structures. We also explore how asset managers like Capital Group are leaning in to support advisors more directly, signaling a shift toward deeper partnerships as demand grows and competition intensifies.

We then turn to private credit, focusing on illiquidity risk, client psychology, and what happens when investors want out during uncertain markets. We unpack how advisors can navigate these moments, manage expectations, and reinforce discipline as more retail investors enter private markets without fully understanding the tradeoffs.

#financialadvisor #wealthmanagement #privateequity #privatecredit #ai #genz #millionaire

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