Prosper
Prosper
Advisor's Edge
Episode 9: The future of wealth management
51 minutes Posted Jan 24, 2020 at 4:00 pm.
0:00
51:53
Download MP3
Show notes

We ask four financial services leaders to review the decade that was while predicting what financial advice could look like in the coming years. Hear from Melissa Shin, editorial director of Advisor’s Edge; Fern Karsh, policy counsel with FAIR Canada; Cary List, president and CEO of FP Canada; and Greg Pollock, president and CEO of Advocis.

 

CREDITS

Hosted and produced by Bruce Sellery

Mixed and edited by Jason Perrier of Phizzy Studios

Editorial direction and visuals by the Advisor’s Edge team

Copyright 2020 Newcom Media Inc.