Dan Hallett's guest appearances

Dan Hallett

Mostly Money

Cait Flanders

Melissa Leong

David Bach

Neil Pasricha

Mark Bowden

Dan Bortolotti

Anita Anand

Melissa Agnes

Erin Bury

Scott Terrio

Ben Rabidoux

Jason Pereira

Peter Mansbridge

Timea Nagy

Robin Taub

OwlTail

Dan Hallett from HighView Financial Group is back to share some thoughts on world of robo-advisors, what to look for when seeking a financial advisor, and to help breakdown the two new reports many investors will start to receive this year as a result of what's known as CRM2 Phase III. And yes, we'll explain what CRM2 means. We also discuss the idea of "regulatory arbitrage" and how that concept might be used to the advantage of some salespeople (to the disadvantage of financial consumers).

57: Dan Hallett on Robo-Advisors, Financial Advice, and CRM2