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The Long View

Micah Hauptman: Advocating for Investors’ Best Interests

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 11 April 2023

⏱️ 50 minutes

🧾️ Download transcript

Summary

The director of investor protection at the Consumer Federation of America discusses conflicts of interest in the financial-advice space, crypto assets, and how social media affects investment decision-making.

Transcript

Click on a timestamp to play from that location

0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of Lansing, Michigan, and Jackson

0:21.4

National Life Insurance Company of New York. Purchase New York.

0:26.1

If you're looking for even more investing insights, data, and analysis, join us at this

0:31.4

year's Morning Star Investment Conference, April 25th through 27th in Chicago.

0:36.6

We have a great agenda this year featuring featuring top financial minds, from market gurus like

0:41.9

Liz Ann Saunders to great investors like Steve Romick to retirement planning experts like Mary

0:47.3

Beth Franklin and Dr. Laura Carstinson.

0:49.9

There is something for everyone looking to tackle the challenges and opportunities for

0:53.8

investors in the current market.

0:55.8

We're in person only this year, so check out the link in our show notes to register.

1:00.8

We're looking forward to seeing you in Chicago.

1:03.9

Please stay tuned for important disclosure information at the conclusion of this episode.

1:09.9

Hi, and welcome to the Longview.

1:11.8

I'm Jeff Patak, Chief Ratings Officer for Morning Star Research Services.

1:15.6

And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morning Star.

1:20.2

Our guest on the podcast today is Micah Hopman.

1:23.4

Micah is the Director of Investor Protection at the Consumer Federation of America,

1:27.0

a nonprofit

...

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