Podcast | 06.08.23
Trust, Private Banking, Brokerage, Insurance – One Wealth
The newest installment of the BISA Industry TrendWatch series, produced by BISA in partnership with Stathis-Mittel, is now live.
In this episode, Stathis/Mittel discuss “One Wealth." They ask panelists Rebecca Robinson (Zions) and Erik Pinter (Old National) about the inherent challenges of integrating all departments related to wealth management into a seamless offering for institutional clients and explore how to make progress towards that goal. They also discuss what “One Wealth” should look like from the perspective of the client.
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.