BISA Industry TrendWatch is a monthly series with industry leaders discussing investment services trends in the financial institutions channel as monitored by the Stathis Partners monthly benchmarking study. The data on productivity trends can be accessed on the BankChannelResearch.com data portal and our job with these podcasts is to bring these trends to life with executives who are leading the charge.
Truelytics
Stathis Partners, LLC.
CWB Wealth Management
For Advisors
BNY Mellon's Pershing
Doug Heikkinen
Lifeworks Advisors
tru Independence
Mindy Diamond - Financial Advisor Recruiter and Consultant
Castine LLC / Robin Hodgkins
Financial Planning
InvestmentNews
Asset TV
Mindy Diamond - Financial Advisor Recruiter and Consultant
RIAcast LLC
Voice from the Hills
Suzanne Siracuse
Laura Gregg and David Partain
Laura Gregg and David Partain
Laura Gregg and David Partain
Michael Tory
Derek J. Bruton
Ben D. Jones and Emily Larsen with BMO Global Asset Management
Laura Gregg and David Partain
Laura Gregg and David Partain
Manish Khatta
womenworkinginwealth
Mindy Diamond - Financial Advisor Recruiter and Consultant
kestrapwsoutloud
financialdna
James DeAngelis
Mike Walters
financialdna
Blueleaf
Dimensional Fund Advisors
Brad Wales
Charles Schwab
Barron's Advisor
Aberdeen Standard Investments
Mark Bruno
Bridging The Gap
Caprice Gibson
Nigel Baker
Ezzat Daniel Nesseim
Adviser 2.0
Broc Buckles and Peter Ciravolo
Laura Gregg and David Partain
SkyView Partners
Financial Planning
Tom Hine
Benjamin Ong
Doug Fritz
RFG Advisory
FA Magazine, Jean Edelman
Stathis Partners, LLC
XY Media
Helios Quantitative Research
Momentum Media
Triangle Media, LLC
Evan J Mayer
mariabethel
LifeYield
Mike Garrison
UBS advisor podcasts
Doug Heikkinen
Steve Sanduski
Wesley Forster
Sheryl Hickerson
Adviser Gap
Christopher Scheimer
Dominique Henderson, CFP®
FiComm Partners
Scott Hanson
Coldstream Wealth Managment
Adam Holt and Derek Notman
Rob Jacomen, Host
Daniel Pimental
Tony Steuer
Michael Kitces
Cambridge
David DeCelle
YourStake, Gabe Rissman
WealthManagement.Com
Dynasty Financial Partners
Correct Capital Wealth Management
Advisor Perspectives
Brad Johnson
Jon
USA Financial
Jim Munchbach
CGI - Global Wealth and Capital Markets
Elite Consulting Partners
The Farwell Group at Scotia Wealth Management
Embark Group
Netwealth Investments Limited
Old Mutual
Adviser Services Holdings Ltd
Succession Link
SLA Financial Solutions