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.