The future of financial planning Episode 15
Episode Summary
Hosts Jeff Benjamin and Bruce Kelly are joined by fellow InvestmentNews reporter Emile Hallez to dig deep into how living longer and getting a better sense of longevity in general is changing financial planning. This episode also looks at examples of prejudice across the financial services industry
Episode Notes
0:00-19:00 – Interview with Emile Hallez
1:00 – Talking and testing longevity
3:15 – Effect on financial planning industry
6:00 – When does this become a factor?
8:45 – Life expectancy meaning
11:15 – Silver lining to the pandemic?
14:45 – Effect on Annuities
19:00 – 31:00 – Discussion on racism in the financial services industry
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