DWealth Muse is a weekly podcast series on Digital Wealth News that bridges the knowledge gap between conventional and modern finance through original coverage of the tidal wave of technological and regulatory change headed to finance as it shifts to a digital, decentralized system.
You can listen to all DWealth Muse podcasts at this link: https://dwealth.news/podcast/
EPISODE 58 – The Implications of Where Americans Turn to for Financial Advice
In this episode, DWealthMuse host, Dara Albright, and guest, Blake Kannady, Chief Product Officer of intelliflo, a provider of solutions that power the financial advisory experience, discuss where today’s investors are receiving financial advice and what that means for financial advisors and markets at large. Highlights include:
- The surprising places Americans are turn to for financial advice;
- Barriers preventing people from seeking advice from financial professionals;
- Ways to democratize access to financial advice;
- Generational similarities and differences when it comes to seeking financial guidance;
- The growth of educational resources for financial advisors;
- Why fintech and wealthtech are the new cool;
- Passion investing without sacrificing diversification.
CLICK HERE TO LISTEN TO EPISODE 58:
