It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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continue reading
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How the DOL’s Retirement Rule Conflicts with Investor Needs
Manage episode 403614599 series 1094050
Contenido proporcionado por SIFMA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente SIFMA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode of the SIFMA Podcast SIFMA President & CEO Ken Bentsen sits down with Scott Smith, Director of Advice Relationships at Cerulli Associates, and Lisa Bleier, Head of Wealth Management and Retirement and State Government Affairs at SIFMA. They discuss new findings issued by SIFMA and Cerulli Associates regarding the current landscape of financial planning, namely the increasing desire from investors for personalized comprehensive advice delivered through trusted advisors. They also dive into the proposed DOL fiduciary rule and how it conflicts with the needs of the next generation of investors as laid out in the research.
102 episodios
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Manage episode 403614599 series 1094050
Contenido proporcionado por SIFMA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente SIFMA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode of the SIFMA Podcast SIFMA President & CEO Ken Bentsen sits down with Scott Smith, Director of Advice Relationships at Cerulli Associates, and Lisa Bleier, Head of Wealth Management and Retirement and State Government Affairs at SIFMA. They discuss new findings issued by SIFMA and Cerulli Associates regarding the current landscape of financial planning, namely the increasing desire from investors for personalized comprehensive advice delivered through trusted advisors. They also dive into the proposed DOL fiduciary rule and how it conflicts with the needs of the next generation of investors as laid out in the research.
102 episodios
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Similar a The SIFMA Podcast
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
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…
continue reading
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…
continue reading
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…
continue reading
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…
continue reading
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