Who is an investor? This can be a hard question to answer in an overly complicated industry.
This week we're joined by Tricia Rothschild, president of Apex Clearing. The conversation starts out with Tricia sharing about her experience in the industry, particularly at Morningstar where she worked for 26 years prior to joining Apex. 

Tricia's goal is to help people gain confidence in their financial lives, so we discuss why it's so important to have diverse participation in the conversation around investing. She argues that the emotions of money are key and that it impacts everybody, so we need to demystify the relationship to money in order for the industry to grow. She also points out that ESG can be a big draw, which naturally delights Dani who is passionate about sustainability.