Shows
The Blunt DollarRhodri Preece: Why Gen Z Trusts TikTok More Than Wall StreetIn 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...
2025-09-021h 01
Enterprising InvestorRhodri Preece, CFA, and Ryan Munson: Future State of the Investment IndustryIn 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
2023-10-0430 min
CFA UKEpisode 45: Ethics of AI in investment managementIn this episode of the In Conversation podcast series Monica Dong, Regulatory Lead at Citi and a member of CFA UK’s Ethics Committee sits down with Rhodri Preece, CFA to discuss the ethical considerations regarding the use of AI in investment Management. They explore how AI is being used across the industry, as well as the opportunities and challenges around AI.
2022-12-1419 min
Let's Talk EUWhat is the level of trust in financial services in 2022?Josina Kamerling and Rhodri Preece, Senior Head, Research, CFA Institute, discuss the findings of the 2022 CFA Institute Investor Trust Survey and talk about how retail and institutional investors are interacting with the factors impacting trust today.
2022-11-0824 min
Connexions: SLC LiveEpisode 3: Rhodri PreeceRhodri Preece shares insight on our research related to career development, the future of work and provides an update on the development of the CFA Institute Research Center.
2022-10-0710 minCFA UKEpisode 34 - Why levels of trust in financial services have reached an all time highIn this episode of the In Conversation podcast series, Rhodri Preece, CFA Senior Head of Research at CFA Institute, is joined by Rebecca Fender, CFA Head of Strategy and Governance for Research, Advocacy, and Standards at CFA Institute. Together they discuss how trust is at the heart of all financial transactions and, following the recently published 2022 CFA Institute Investor Trust Survey, how levels of trust are at an all-time high.
So what are the factors that have influenced this change and what impact that it can have on the profession as a whole?
2022-05-2522 minLet's Talk EUFuture of Work: What Challenges Hybrid Environments Bring to the Finance Industry RegulationJosina Kamerling and Rhodri Preece, CFA, Senior Head of Industry Research at CFA Institute talk about the findings of the CFA Institute ‘Future of Work in Investment Management’ survey, which gives us a glimpse of the evolution of work post-pandemic. They also discuss how regulators are coping with the new virtual work environment and the risks it brings from the perspectives of location policy, tax implications, operational risk, supervision of business conduct, among others.
2021-07-2624 min