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.
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