Real advice today is less about who picks the product, and more about how decisions are coordinated around the client across investments, structure, tax and legacy.

Jim DeCarlo joined ausbiz to discuss the changing shape of wealth management and what it means for investors. The conversation focused on the shift away from product-led advice and towards more integrated, team-based models that bring together investment management, financial planning and long-term family strategy. Jim also discussed the importance of building portfolios with purpose, particularly in an environment where clients are looking for clarity, discipline and long-term growth rather than short-term market noise.

 

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