1 hr 3 min
What is Wealth Management? BISA Industry TrendWatch
-
- Management
In addition to discussing how to thrive in a volatile market we follow up on the discussion from our last episode - our channel’s transition from investment services to wealth management. Is it real or window dressing? What are the emerging best-practices?
Topics include:
What is Wealth Management?Best-practices during market volatilityAdvisor tieringTeamwork with Private Banking and TrustProtecting client assets
We also talk about our favorite entertainment, travel, and wine apps!
In addition to discussing how to thrive in a volatile market we follow up on the discussion from our last episode - our channel’s transition from investment services to wealth management. Is it real or window dressing? What are the emerging best-practices?
Topics include:
What is Wealth Management?Best-practices during market volatilityAdvisor tieringTeamwork with Private Banking and TrustProtecting client assets
We also talk about our favorite entertainment, travel, and wine apps!
1 hr 3 min