Podcast | 08.26.26
OneWealth – Fact or Fiction?
by: BISA Staff and Stathis-Mittel
In this episode of the BISA Industry TrendWatch series, presented by BISA and Ameriprise Financial in partnership with Stathis-Mittel, our discussion explores the realities of OneWealth as we discuss leadership alignment, operational integration, compensation, the client experience, data and segmentation. We are joined by Lisa Stavsky, EVP, president and CEO of WesBanco Securities and Christopher Melton, national managing director of institutional sales, Ameriprise Financial Institutions Group.