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Investment Services vs. Wealth Management – What’s the Difference?
Episode 2622nd December 2022 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:46:28

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For this episode we dig deeper into a subject we’ve started exploring in previous episodes, and that is Wealth Management. Specifically, what is the difference between Investment Services and Wealth Management. How does Trust and Private Banking figure into the equation? How does compensation factor in? How is teamwork optimized across departmental lines? And Rhomes Aur, CEO at First Horizon Advisors, is the perfect guest to explore this with. Rhomes shares valuable insights and the lessons he's learned over his 35 years with First Horizon Bank.