Evolution of Business Models in Our Channel
The newest installment of the BISA Industry TrendWatch series, produced by BISA in partnership with Stathis-Mittel, is now live!
In this episode, our panelists discuss how things are changing in our channel — from investment management to wealth management, basic investment guidance to specialty investment guidance (like ESG), commissions to fees.
Our panelists are Jacinda Norvell, Senior Managing Director at Truist Wealth, and Cheryl Sutter, a leading advisor at American National Bank of Texas.
Listen now to hear where things are headed!
The program puts a new spin on the Stathis Partners monthly industry benchmarking study by bringing together industry leaders to examine monthly data in the context of industry trends. The BISA Industry TrendWatch podcast is published on all the major outlets (Apple Podcasts, Spotify, Google Podcasts, Stitcher, iHeart, etc.) and also posted here for your convenience.