The shape of good advice is changing. It’s no longer defined by one person or one solution, but by a team of specialists working in concert around the client’s life.
Jim DeCarlo joined ausbiz to discuss how global wealth management trends are shifting heading into 2026. The conversation focused on the move toward more specialised advice models, the growing importance of team-based service, and why clients are increasingly looking for deeper expertise across investment strategy, structuring and long-term planning. Jim also discussed whether Australia could be entering its own boutique advice shift, as clients seek more personalised advice and firms look to differentiate through capability, trust and service quality.
