Next Gen Perspective

UBS advisor podcasts
  • 5,0 (5)
  • Notícias de negócios

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.

Episódios

  1. 19 de 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 episódio

Classificações e avaliações

5
de 5
5 avaliações

Sobre

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.

Informações

  • Criado por
    UBS advisor podcasts
  • Anos de atividade
    2026
  • Episódios
    1
  • Classificação
    Livre
  • Copyright
    © UBS AG
  • Site do podcast
    Next Gen Perspective