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Covestor Radio, EPN News, Investing

Covestor Radio – Episode 20: Trends Within Financial Services

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Posted: October 20, 2014 at 6:44 pm   /   by   /   comments (0)

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Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about big picture trends in the financial services world.

Covestor Radio is a show about money milestones and investing for your future and brought to you by Covestor, an online marketplace for investing.

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Listen to host Eric Dye & guest Kimberly Clouse discuss the following:

  • Today we’re talking about big picture trends in the financial services world. Let’s discuss the first one, the growth of online investment management
  • General mistrust of financial services.
  • The rise of marketplaces across industries.
  • With the proliferation of technology and information, it seems like more investors are trying to “do it themselves.”  Is that true?
  • What about Millennials?

About Kimberly Clouse

Kimberly Clouse is Advisory Board Chair at Covestor, a registered investment adviser and an online marketplace for investing.

Passionate about empowering financial consumers, Kimberly works with individuals, families and foundations to help them navigate the increasingly complex world of investment advice and make more informed financial decisions.

She previously served as Managing Director at Athena Capital Advisors and Chief Executive Officer at Hale and Dorr Wealth Advisors. Earlier in her career, she worked for United States Trust Company, J.P. Morgan and Goldman Sachs.

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Links: Covestor.com

Note: All opinions included in this radio episode are as of [September 29, 2014] and are subject to change. The opinions and views expressed herein are of Kimberly Clouse. All investments involve risk, the amount of which may vary significantly.

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