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Rhodri Preece, CFA, and Ryan Munson: Future State of the Investment Industry
Episode 508

Rhodri Preece, CFA, and Ryan Munson: Future State of the Investment Industry

Enterprising Investor · CFA Institute

October 4, 202330m 10s

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Show Notes

In this episode of Guiding Assets, host Mike Wallberg, CFA, speaks with Rhodri Preece, CFA, and Ryan Munson from the CFA Institute Research & Policy Center about their report, Future State of the Investment Industry. The report explores four potential scenarios for the industry and how it may be shaped in the next five to ten years. They discuss the goals of the report and the research process involved. This episode provides valuable insights into the major trends and disruptors affecting the investment industry. Read the full report: https://cfainst.is/3PVMjm1