Investment Services vs. Wealth Management – What’s the Difference?
The newest installment of the BISA Industry TrendWatch series, produced by BISA in partnership with Stathis-Mittel, is now live!
For this episode, we dig deeper into a subject we’ve started exploring in previous episodes, wealth management. Specifically, what is the difference between investment services and wealth management? How does trust and private banking figure into the equation? How does compensation factor in? How is teamwork optimized across departmental lines? Rhomes Aur, CEO at First Horizon Advisors, is the perfect guest to explore this with. Rhomes shares valuable insights and the lessons he’s learned over his 35 years with First Horizon Bank.
Our panelist is Rhomes Aur from First Horizon Advisors.
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.