Big Picture In Practice
Tune in every other week to explore the latest trends across the financial sector. Joined by industry-leading guests, Big Picture in Practice will help you innovate and stay abreast of the latest information that will enable listeners to create differentiated products and foster successful client relationships in a constantly evolving investment landscape.
Categories: Business
Tags: best interest, client engagement, direct indexing, enterprise platform, equity research, Finance, financial advisor, Financial Planning, index, investing, personalization, portfolio management, regulation, sustainability, Wealth Management, wealth manager