Will Financial Advisors become half human, half robot Cyborg’s
We talk to Kendra Thompson on the future of asset management and the role of hybrid advice and the bringing together machine learning and humans.
The Connection Between Gender and Investment Risk Tolerance
We talk to Dr. Rui Yao about the connection between gender and investment risk tolerance.
EP1728 – The Terminators: Will Financial Advisors become half human, half robot Cyborg’s?
Perhaps Arnold Schwarzenegger will reprise his character for the film version of the investment industry’s transformation. We’ll look to the future of technology on the advisory business, and on regulation. We’ll also talk about the connection between gender and investment risk tolerance. And the new Investor Protection Clinic based at Osgoode Law School. Plus, all you can eat, for one price. That’s the idea behind a new “flat fee” mutual fund.
Planning for the future for families of kids with disabilities
Jeff Dobbin joins us to talk about the resources available for families of kids with disabilities in planning for their future.
Putting Wealth To Work
Author Joel Fleishman joins us to talk about his new book “Putting Wealth to Work” and questions the philanthropy view of ‘giving while living’ approach.
