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Episode 24, Part 2 – Jonathan Tweedie: Financial Advice in a Changing World
Published 3 months ago
Description
Jonathan Tweedie explores the future of financial advice, tackling industry challenges, the impact of technology, and the need for broader access. He examines how AI and digital platforms can personalize advice, the shifting responsibilities of employers and government, and the critical role of trust. This episode offers a candid look at how collaboration and innovation can reshape financial well-being for all generations.