Dan Hallett weighs in on Robo-Advisors, CRM2, and Financial Advice (PODCAST)

dan-halettDan Hallett is no stranger to those who keep their fingers on the pulse of the financial services in Canada. We often exchange ideas and thoughts over email on industry developments, and I think we’ve both decided that these topics make for good conversations to have to make public on the podcast. In this episode, Dan shares his thoughts and questions about robo-advisors, helps explain the new cost and performance reports many Canadian investors are slated to receive this year as part of a regulatory initiative known as CRM2, and also discusses some of the things you should look for when choosing a financial advisor.

Dan is a Vice-President and Principal at HighView Financial Group, holds the CFP and CFA designations, and is widely featured in the media as an industry expert. You can follow him on twitter at @DanHallett, and view his firm’s website at www.highviewfin.com.

The episode is now available on iTunes (You have to click through to “view in iTunes”). You can also just use the embedded player or MP3 download down below to listen to it right away (you must be on this website to see it).

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Preet Banerjee
Preet Banerjee
...is an independent consultant to the financial services industry and a personal finance commentator. You can learn more about Preet at his personal website and you can click here to follow him on Twitter.
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