About this episode

The episode discusses the importance of human connection in financial advice amidst the rise of fintech and AI.

Explore how fintech and AI expand access to personalized financial guidance, regardless of wealth level, and why human connection is vital in the age of AI with Connective CEO Ian Rosen. 00:00 Introduction 02:49 The Gaps in Financial Education and Advisory Services 09:08 Building Trust in Financial Services 13:03 Addressing Financial Anxiety and Health 14:37 The Journey to Founding Connective 23:08 The Future of Human Connection in Wealth Management 31:36 The Ripple Effect of Financial Support 32:31 The Need for Financial Professionals 42:24 Trend or Fad?

More episodes of Trends with Benefits

• Ed Lopez Recaps Wealth Management EDGE · July 21, 2026 · 17 min
• A CIO's Take on Geopolitics, the Dollar, and the Case for Going Global · July 7, 2026 · 50 min
• Space, AI, and Private Equity Trends · June 9, 2026 · 53 min
• 20 Years of GDX: How VanEck Changed the ETF Industry · May 26, 2026 · 44 min
• This Mining CEO Is Not a Gold Bug. But He Is Bullish. · May 12, 2026 · 48 min
• The Tax Changes Nobody Is Talking About · April 28, 2026 · 38 min

Explore listener stats, chart rankings, contacts and more on the Trends with Benefits podcast page.