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Making Markets
Robbie Cannon: The Evolution of Asset Management - [Making Markets, EP.45]
Oct 4, 2024
53:54
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Robbie Cannon, founder of Horizon Investments, shares insights from his journey of building a $7B asset management firm. He discusses the evolution of the industry over 25 years, emphasizing the integration of technology like AI and the emergence of robo-advisors. Robbie highlights the blurred lines between wealth and asset management, the influence of private equity, and the shift towards personalized financial advice. He also explores how digital innovations are reshaping user experiences and the future landscape of financial services.
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Quick takeaways
- The asset management industry has shifted from a product-centric focus to a holistic advisor-centric model, promoting personalized client interactions.
- The integration of technology and AI in financial services is transforming decision-making processes, creating opportunities for smaller firms to compete effectively.
Deep dives
Evolution of the Asset Management Industry
The podcast covers the significant evolution of the asset management industry over the past 25 years, highlighting the transformation from a product-focused approach centered on stocks to a more holistic advice-centric model. This shift has blurred the lines between various sectors, such as wealth and asset management, leading to a complex landscape where technology integrates into every aspect of financial advising and management. The emergence of robo-advisors and advice technology illustrates how firms have begun to prioritize delivering tailored financial advice using advanced tools that enhance customer experiences. This evolution not only reflects changes in industry practices but also suggests that the future will increasingly center around providing personalized advice rather than merely selling financial products.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode