Podcasts

Opening a bank or investment account — or even securing employment in a racism-free workplace — is out of reach for many Black Americans.

In the first episode of the five-part documentary series, we look at how disparities in net worth and mortgage discrimination impact Black home ownership — and why it's impossible to close the gaps without attacking systemic racism.

This five-part series is a comprehensive effort to explain the racial discrimination Black Americans face in our financial system.

2020 has been a year of adapting and accelerating customer experience goals based on changing customer behaviors. Arizent CEO Gemma Postlethwaite speaks with Beth Johnson, Chief Experience Officer at Citizens Financial Group, about aligning an organization around the voice of the customer, taking a holistic view of front-end and back-end investments, and designing experiences for a full range of customer interactions, from answering daily needs to delivering higher value insights and deep advice.

Wealth management firms should define success by how well their operations perform under pressure, Kestra Financial COO Kris Chester says in an episode of Financial Planning’s podcast.

The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.

Many financial advisors aren’t aware of serious conflicts of interest affecting the majority of retail clients, Northeastern University Professor Nicole Boyson says in a Financial Planning Podcast.

The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.

Financial advisors’ choices about capital infusions into their practices show “how this industry needs to evolve and mature,” Merchant Credit Partners Managing Partner Rick D'Amico says in an episode of Financial Planning’s Invest Podcast.

An RIA platform launched by compliance professionals is growing by offering a smaller home for wirehouse and reverse breakaways, Advisory Services Network COO Cindy Halpern explains in an episode of Financial Planning’s Podcast.