Taking Stock
Lack of Talent's the Main Challenge in Advisory, Tibergien Says
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:24:21
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Sinopsis
Mark Tibergien, CEO of Pershing Advisor Solutions, discusses advisory trends, the needs of high net-worth investors and the future of the financial services industry. Simon Roy, the president and CEO of Invesco's robo-adviser, Jemstep, talks about upending the wealth management industry and why the financial future lies with bionic advisers.