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Trust, Private Banking, Brokerage, Insurance - One Wealth
Episode 30 • 7th June 2023 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:41:26

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For this episode we discuss “One Wealth” with Rebecca Robinson from Zions, and Erik Pinter from Old National. We ask them about the inherent challenges of integrating all departments related to wealth management into a seamless and integrated offering for the appropriate clients of our institutions, and explore how to make progress towards that goal. We also discuss what "One Wealth" should look like from the perspective of the client.

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