Episode Details
Back to Episodes![#198 | How 30 Years in Financial Advice Reveal the Investing Trends You Can’t Ignore [Financial Literacy, Financial Advisor & Wealth]](https://artwork.captivate.fm/84765371-acaf-47a9-ad37-b9de9183c03c/haBeV0f9AtSK8BGGs23uFxX9.png)
#198 | How 30 Years in Financial Advice Reveal the Investing Trends You Can’t Ignore [Financial Literacy, Financial Advisor & Wealth]
Published 8 months, 4 weeks ago
Description
What does 30 years of watching Canada’s financial advice industry teach us about where investing is headed next?
In this candid conversation with Rob Carrick, recently retired Globe and Mail personal finance columnist, we unpack the evolution of financial advice, the rise of low-cost investing, and the under-served mass market that AI in finance could finally reach.
By the end of this episode, you’ll learn:
- The three biggest changes in financial advice since the 1990s — and what still needs to happen.
- How investing trends like ETFs, fee-only planning, and unbundled services are reshaping the industry.
- Why AI in finance could bridge the gap for millions of Canadians lacking access to quality planning.
Listen now to hear Rob’s insider perspective on the past, present, and future of financial advice — and how to prepare for the investing trends that are coming next.
To visit John's website:
https://www.johndegoey.ca/