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CIO of Acorns emphasizes significance of investment education in client advisory

October is Financial Planning Month, a key motivation for younger Americans as student loan repayments have also resumed this month. Acorns CFO and CIO Seth Wunder discusses the financial services company’s style of guiding its clients to consider their own savings goals while investing. “We built our brand off roundups and the ability to invest in the long-term compounding of the market, but we’ve done it in a brand-focused way where people really feel that we’re trusted advisers for them,” Wunder says, “and allow them to take the appropriate risk for wherever their life stage is and what their suitability is.” For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live.
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