About this episode

Rob Nelson discusses the interconnected forces shaping the future of financial advice.

The CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience are connected. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Ray Sclafani

Guest: Rob Nelson

Topics covered

• financial advice
• industry consolidation
• AI
• digital assets
• private markets
• consumer behavior

Keywords

• financial advice
• AI
• digital assets
• industry consolidation
• private markets
• consumer shift

Mentioned in this episode

Organizations: NorthRock Partners

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