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Money Made Personal: Adrianna Adams on Financial Planning for Millennials and Gen Z
How can financial planning evolve from numbers on a spreadsheet to a tool for shaping life goals?
Adrianna Adams, Head of Financial Planning at Domain Money, joins Fintech Files to explore how technology and new fee models are transforming the way millennials and Gen Z engage with their financial futures. Drawing on her journey into the field, Adrianna shares how Domain Money is making personalized, confidence-building financial planning accessible to younger generations.
Discussion Highlights:
- Adrianna’s Path to Planning: From personal curiosity to professional purpose, why Adrianna believes financial planning is more about people than portfolios.
- Life Planning vs. Money Management: How the role of financial advisors is shifting beyond just managing investments, to helping clients navigate major life decisions
- Flat Fees & Accessibility: Why Domain Money’s approach offers transparency and affordability for a generation wary of hidden costs.
- The Tech Advantage: How AI and digital tools enable customized, scalable financial plans and what this means for trust and adoption.
- Generational Challenges: The unique obstacles millennials and Gen Z face, from student debt to housing costs, and how planning can unlock confidence.
- Looking Ahead: Adrianna’s vision for a future where integrated data makes financial advice more personal, intuitive, and empowering.
About Fintech Files:
Join us on Fintech Files from BCG Platinion as we explore the cutting-edge trends disrupting Fintech today.
From NeoBanks to cryptocurrency, we delve into the dynamic landscape of financial technology through insightful conversations with global disruptors. We’ll uncover the most groundbreaking trends shaping the future of Fintech and examine their impact on the financial world. We focus on real-world examples, making financial technology relatable and accessible to both Fintech enthusiasts and professionals alike.
Hosted by Annika Melchert, a Principal currently based at BCG Platinion in the Middle East, and Nora Hocke, a Principal currently based at BCG Platinion in Sydney, our hosts bring expertise in tech transformations, platform architecture, and digital innovation. Annika and Nora work with Fintechs and incumbent banks, and together they offer unique insights into the evolving financial landscape, drawing on their wealth of experience with leading organizations. Bianca Lopes is an entrepreneur and economist from Brazil with a background in digital identity and biometrics. Having supported over 40 financial institutions and eight governments, Bianca’s work reshapes technology, reimagines identity, and drives innovation.
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By BCG PlatinionHow can financial planning evolve from numbers on a spreadsheet to a tool for shaping life goals?
Adrianna Adams, Head of Financial Planning at Domain Money, joins Fintech Files to explore how technology and new fee models are transforming the way millennials and Gen Z engage with their financial futures. Drawing on her journey into the field, Adrianna shares how Domain Money is making personalized, confidence-building financial planning accessible to younger generations.
Discussion Highlights:
- Adrianna’s Path to Planning: From personal curiosity to professional purpose, why Adrianna believes financial planning is more about people than portfolios.
- Life Planning vs. Money Management: How the role of financial advisors is shifting beyond just managing investments, to helping clients navigate major life decisions
- Flat Fees & Accessibility: Why Domain Money’s approach offers transparency and affordability for a generation wary of hidden costs.
- The Tech Advantage: How AI and digital tools enable customized, scalable financial plans and what this means for trust and adoption.
- Generational Challenges: The unique obstacles millennials and Gen Z face, from student debt to housing costs, and how planning can unlock confidence.
- Looking Ahead: Adrianna’s vision for a future where integrated data makes financial advice more personal, intuitive, and empowering.
About Fintech Files:
Join us on Fintech Files from BCG Platinion as we explore the cutting-edge trends disrupting Fintech today.
From NeoBanks to cryptocurrency, we delve into the dynamic landscape of financial technology through insightful conversations with global disruptors. We’ll uncover the most groundbreaking trends shaping the future of Fintech and examine their impact on the financial world. We focus on real-world examples, making financial technology relatable and accessible to both Fintech enthusiasts and professionals alike.
Hosted by Annika Melchert, a Principal currently based at BCG Platinion in the Middle East, and Nora Hocke, a Principal currently based at BCG Platinion in Sydney, our hosts bring expertise in tech transformations, platform architecture, and digital innovation. Annika and Nora work with Fintechs and incumbent banks, and together they offer unique insights into the evolving financial landscape, drawing on their wealth of experience with leading organizations. Bianca Lopes is an entrepreneur and economist from Brazil with a background in digital identity and biometrics. Having supported over 40 financial institutions and eight governments, Bianca’s work reshapes technology, reimagines identity, and drives innovation.