Curious about the game-changing trends reshaping the financial services industry?
In the latest installment of Covestor Radio, Kimberly Clouse, Private Client Advocate and Chair of Covestor’s Advisory Board, explores the big shift in assets to digital financial service providers, ongoing consumer distrust toward the traditional financial services industry and the rise of marketplaces.
“The online asset management industry is growing rapidly,” according to Clouse. “Investors are shifting money away from traditional money managers to digital investment service providers.”
Clouse also discusses the lingering credibility issues the financial services industry has faced since the 2008 financial crisis.
Her full appearance on Covestor Radio is embedded below:
