Next Gen Perspective

UBS advisor podcasts
  • 5.0 (5)
  • Noticias de negocios

Next Gen Perspective explores the financial priorities, opportunities, and challenges facing today's rising generation of investors, professionals and families. Each episode features thoughtful conversations and expert insights on wealth planning, investing, career growth and legacy, helping listeners make informed decisions for the future.

Episodios

  1. 19 ago

    Ellington Wealth Management

    Grant Ellington interviews his dad Mike Ellington on their financial advisory business and how they have helped service 3 generations of clients as a father-son team. Getting to know who Ellington Wealth Management is, how they work with their clients, what services they provide, and how they work with multi-generational families.

  • 1 episodio

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Next Gen Perspective explores the financial priorities, opportunities, and challenges facing today's rising generation of investors, professionals and families. Each episode features thoughtful conversations and expert insights on wealth planning, investing, career growth and legacy, helping listeners make informed decisions for the future.

Información

  • Creador
    UBS advisor podcasts
  • Años de actividad
    2026
  • Episodios
    1
  • Clasificación
    Apto
  • Copyright
    © UBS AG
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    Next Gen Perspective