AMA 120 - A View in the Future: Changes in the Investment Industry with Nathan Jaye

Published: June 18, 2015, 11:13 p.m.

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Nathan Jaye is the founder of Ziprz and contributor to the CFA Institute Magazine. In an article, Nathan interviewed Tom Brown, the global head of investment management at KPMG on some of the interesting financial changes we might see in the next decade and a half. Jason invites Nathan on the show to talk about the article he wrote and to discuss why millennials are not a fan of Wall Street.\\xa0

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Key Takeaways:

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[2:40] Nathan talks about the past financial crisis in 2008.\\xa0

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[4:00] Why do millennials not relate to Wall Street?\\xa0

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[7:05] Wall Street\'s business model wants to \'sit down and talk about it\' and many millennials who are used to making purchases on the internet do not like that.\\xa0

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[9:05] Nathan and Jason talk about robo advisers.\\xa0

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[11:15] Technology will affect the way we traditionally bank. \\xa0

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[15:45] We\'re slowly starting to see changes in technology-incorporated clothing.

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Mentioned In This Episode:

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http://ziprz.com/

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http://blogs.cfainstitute.org/investor/2015/04/28/a-view-to-the-future-changes-in-the-investment-industry/

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