Marstone CEO and co-founder Margaret Hartigan and CEO Peter Kraus discuss the topic of trust in the financial advice business:

02:05 - Margaret's background and how Marstone was born
05:23 - Has trust in financial advice eroded?
06:58 - How transparent is the industry?
11:05 - Educated consumers and the illusion of choice
12:40 - I was an advisor; my dad is an advisor
16:08 - Why are people avoiding advisors?
18:41 - Technology's role in enabling smaller financial institutions
21:05 - Maslow's Hierarchy
26:02 - Gamification: choose your own adventure financial planning
32:07 - Generational differences in the use of technology
44:16 - What can smaller financial institutions do to adapt?
33:29 - What's likely to change in the future?
36:16 - Do people even want to talk to people?