Robert Crossley
Head of industry advisory services at Franklin Templeton who led research on how demographics, technology, and investor behavior are reshaping the retirement ecosystem.
Best podcasts with Robert Crossley
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Mar 3, 2026 • 50min
Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow
Robert Crossley, Franklin Templeton’s head of industry advisory services who led research on retirement shifts, discusses how tech, demographics, and investor habits are reshaping retirement planning. He covers limits of legacy systems and why change is urgent. Conversations touch on wallets replacing accounts, AI agents automating financial choices, stablecoins and payments, and how advisors must personalize to stay relevant.
