Rhodri Preece: Why Gen Z Trusts TikTok More Than Wall Street

In this episode of The Blunt Dollar, I sit down with Rhodri Preece, Senior Head of Research at CFA Institute, to explore how digital forces, new generations, and AI are reshaping the investment landscape. Rhodri has spent nearly two decades at CFA Institute leading global research initiatives, covering everything from ESG and transparency to the rise of social media influencers in finance.

We discuss:
📱 The powerful impact of “finfluencers” and how Gen Z is learning (and sometimes mislearning) about investing online

🎯 Why personalization, data, and digital engagement are becoming non-negotiable for financial firms

🤖 How AI is changing the advisory profession, and why creativity, empathy, and critical thinking still give humans an edge

🌎 What the CFA Institute is doing to keep standards relevant in a world of rapid tech shifts

💥 Why trust today looks very different than it did a generation ago — and how firms can adapt

If you’re interested in the future of financial advice, Gen Z investors, and the blend of human and machine intelligence in markets, this one’s for you.

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Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.