The Invest Podcast with Tobias Salinger By cover art

The Invest Podcast with Tobias Salinger

By: Financial Planning
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  • Summary

  • Financial Planning Senior Editor Tobias Salinger examines the fast-changing wealth management space in The Invest Podcast, which is recorded live at the Invest conference with some of the top players leading the major industry shifts. This deep yet time-efficient dive probes all of the issues shaping and reshaping the industry.
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Episodes
  • What it takes to break into the UHNW segment

    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 mins
  • Transforming wealth management with the right M&A deal

    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 mins
  • The financial side of promoting younger planners in indie practices

    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 mins
Business & Careers Economics Personal Finance Politics & Government
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