Episodios

  • What it takes to break into the UHNW segment
    May 14 2020

    The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.

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    17 m
  • Transforming wealth management with the right M&A deal
    May 7 2020

    Financial advisors’ choices about capital infusions into their practices show “how this industry needs to evolve and mature,” Merchant Credit Partners Managing Partner Rick D'Amico says in an episode of Financial Planning’s Invest Podcast.

     

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    19 m
  • The financial side of promoting younger planners in indie practices
    Apr 30 2020

    Phased succession plans that stagger the amount of equity changing hands can help usher in the next generation of financial advisors, PPC Loan Managing Partner Dustin Mangone says in an episode of Financial Planning’s Invest Podcast.  

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    21 m
  • Bringing incumbents up to speed in a digital age
    Apr 23 2020

    Large wealth managers have shifted their tech focus dramatically to keep up with client expectations and industry disruption, Capco Partner Bryant Fuller says in an episode of Financial Planning’s Invest Podcast.

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    17 m
  • Can wealthtech bring focus and stability to legacy businesses?
    Apr 16 2020
    Firms "pulled in many directions" in recent years can find their way with the right technology, Jemstep CEO Simon Roy says in an episode of Financial Planning's Invest Podcast. 
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    19 m
  • Three critical shifts in wealthtech
    Apr 9 2020

    Wealth management firms have evolved past looking for a “flashy digital product” to solve their technology problems, MyVest CEO Anton Honikman says in an episode of Financial Planning’s Invest Podcast.

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    16 m
  • Most practices can’t serve the wealthiest clients. Here’s what it takes
    Apr 2 2020

    The biggest challenge for serving ultrahigh-net-worth clients in the future will be grasping and attending to their specific needs, consultant Jamie McLaughlin says in an episode of Financial Planning’s Invest Podcast.

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    19 m
  • Serving a larger client base through wealthtech
    Mar 26 2020

    For wealth management to achieve sustainable organic growth, the industry needs to boost the number of households served by financial advisors and firms, consultant Gavin Spitzner says in an episode of Financial Planning’s Invest Podcast.

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    16 m
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