Joe Coughlin Speaks for InvestmentNews Women Advisor Summit

by Adam Felts

AgeLab Director Joseph Coughlin discussed his vision of the future of financial advice in a keynote address for the InvestmentNews Women Advisor Summit, an event that helps women financial advisors grow their businesses with panels on the latest practice management strategies, enrich themselves with inspiring keynote sessions, and collaborate and network with like-minded women peers.

During his presentation, Dr. Coughlin addressed how financial advisers’ roles have evolved as the pandemic propelled industry trends that were already on the horizon, like hyper personalized customer experiences and an increase in technology use.

“It’s not just for kids anymore, now older adults want them as well,” he said. “This has changed how [clients] relate to their advisers, how they think about the quality and value of advice.”

Advisers ready to grow their assets will embrace the changing terrain of financial advice, one that focuses conversations more on the overall health and well-being of clients, Dr. Coughlin said.

Read the full story here.

  • Share
  • Email
  • Facebook
  • Twitter

Get Involved

Interested in this area of study? See how you can participate in AgeLab research or become a volunteer.


About the Author

Photo of Adam Felts
Adam Felts

Adam Felts is a researcher and writer at the MIT AgeLab. Currently he is involved in research on the experiences of family caregivers and the future of financial advice. He also manages the AgeLab blog and newsletter. He received his Master's in Fine Arts in Creative Writing from Boston University in 2014 and his Master's of Theological Studies from Boston University in 2019.

More From the Blog

2020 OMEGA Summit Brings Together Students, Aging Professionals, Past Scholarship Winners

October 30, 2020

2020 Summer Interns Work on OMEGA, Lifestyle Leaders, C3 Project

August 26, 2020

2021 Spring Speaker Series Begins with Presentation from Dr. Catherine García on Social Determinants of Health

March 23, 2021