Andrew Blake

Andrew Blake, Associate Director of Wealth Management for Cerulli Associates, discusses challenges in the financial advisory industry, such as broker/dealer consolidation and fee compression. He explores trends like the rise of independent RIAs, the importance of financial planning mentorship, and the evolving role of technology in financial advising. The podcast also covers the need for innovation in advisor services, the impact of advisor retirements on the industry, and the integration of financial advice programs in universities.