The Invest Podcast with Tobias Salinger
Financial PlanningFinancial 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.
| Publishes | Weekly | Episodes | 17 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Categories | BusinessNewsBusiness NewsInvesting | ||||
Listen to the Podcast
Latest Episodes
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.
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.
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.
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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Reviews
- Top Notch
Tobias truly gets IT, lucky to have him across multiple platforms
Apple Podcasts5jevum34
United States4 years ago
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The Invest Podcast launched 4 years ago and published 17 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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