Shows
The Leaders PodcastAccess Denied episode 5: The financial mediaLike in the industries its reporters cover, the lack of Black representation in business and financial media has created blind spots. Predominantly white newsrooms often miss stories about systemic racism or fail to reach an audience of more than one demographic. In the wake of this summer's Black Lives Matter protests, there are serious implications for financial services, the reporters covering them — and an emerging group of professionals creating their own media. What can journalists like us learn from these Black voices?
2020-12-2837 minThe Leaders PodcastAccess Denied episode 4: Allocation and exacerbationAsset and capital allocations often exacerbate systemic racism across the financial services in some surprising ways. Innovators in the fields of asset management, banking, impact investing and pensions suggest there are also many ways to disrupt the cycle. Shifting the flow of capital could help reduce or eliminate institutional barriers and racial discrimination.
2020-12-0740 minThe Leaders PodcastAccess Denied episode 3: RepresentationThe lack of Black representation in the financial services stems from two interconnected problems. Black professionals face significant hurdles once they break into the industry. And the presence of nearly 175,000 Black financial professionals displays that their widespread absence at the upper executive ranks isn’t a product of an insufficient talent pool.
2020-11-2347 minThe Leaders PodcastAccess Denied episode 2: Underserved or ignored?Racism at the branch and in the workplace makes it harder for Black Americans to gain access to financial services. In the second episode of the Access Denied podcast, innovators and researchers from the fields of human resources, banking and wealth management explain how industries leave people out — and what needs to be done to change it.
2020-11-0936 min
BankshotAccess Denied: The wealth effectIn this featured episode from the Arizent special series, net worth disparities and the roles housing and mortgage discrimination play in Black homeownership show how it's impossible to close the gaps without eliminating racism.
2020-10-2932 min
Employee Benefit News PodcastAccess Denied episode 1: The wealth effectIn this featured episode from the Arizent special series, net worth disparities and the roles housing and mortgage discrimination play in Black homeownership show how it's impossible to close the gaps without eliminating racism.
2020-10-2632 min
The DigIn PodcastAccess Denied episode 1: The wealth effectIn this featured episode from the Arizent special series, net worth disparities and the roles housing and mortgage discrimination play in Black homeownership show how it's impossible to close the gaps without eliminating racism.
2020-10-2632 min
PayDirt: An American Banker Podcast with Daniel WolfeAccess Denied episode 1: The wealth effectIn this featured episode from the Arizent special series, net worth disparities and the roles housing and mortgage discrimination play in Black homeownership show how it's impossible to close the gaps without eliminating racism.
2020-10-2632 minThe Leaders PodcastAccess Denied episode 1: The wealth effectIn this featured episode from the Arizent special series, net worth disparities and the roles housing and mortgage discrimination play in Black homeownership show how it's impossible to close the gaps without eliminating racism.
2020-10-2632 minThe Leaders PodcastIs corporate travel dead?A global pandemic has devastated the travel industry. Matthew Parsons, Corporate Travel Editor for Skift, will sit down with Senior Analyst at PaymentsSource, Michael Moeser, for a candid dialogue around current trends in the corporate travel space and the road to recovery. Insights into the potential liability created by Covid-19 lawsuits and new cost analysis necessity around booking lodging and airfare, as well as the renewed focus on your employee’s well being and safety. Discussion will also encompass the ongoing debate will business travel ever recover to pre-COVID days? Is there a silver lining to it all? Could th...
2020-10-1931 minThe Leaders PodcastHow COVID-19 changed consumer spendingThe pandemic has led to economic uncertainty and unprecedented changes to consumer behavior. As digital trends and innovation are evolving at breakneck speed, it's critical to know where the clearest opportunities lie and where FIs should consider investing today. As President of Visa’s North America business, Oliver Jenkyn has a bird's eye view on the changing landscape. In a conversation with Daniel Wolfe, editor in chief of PaymentsSource, Jenkyn will share insight around how the pandemic has impacted consumer spending and opportunities in the financial services arena.
2020-10-1232 minThe Leaders PodcastThe Art and Science of Responsive Experiences2020 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.
2020-10-0628 minThe Leaders PodcastBanking the underbankedStuart Sopp is founder and CEO of Current, a leading U.S. challenger bank built for customers underserved and overlooked by traditional banks. In a discussion with Miriam Cross, technology reporter at American Banker, Sopp will examine how lenders and fintechs can better serve the millions of Americans who are living paycheck-to-paycheck in this time of crisis, including many essential workers on the frontlines of the response to coronavirus.
2020-09-2825 minThe Leaders PodcastCalifornia State Treasurer Ma talks diversityTreasurer Ma has championed programs to give minority and women-owned businesses a seat at the table throughout her career. A mission of the Treasurer is increasing diversity to increase equitable outcomes.
2020-09-2120 minThe Leaders PodcastCreating Client Bonds Beyond the BranchIra Robbins, CEO of Valley National Bancorp in New York, details how the $39 billion-asset company used technology to empower employees working remotely to tackle loan modifications and forbearance for stressed borrowers. Robbins will also discuss Valley’s effort to develop a digital portal to fast-track $2.2 billion in Paycheck Protection Program loans.
2020-09-1430 minBankshotMaking sense of a bull market in a bear economyThe stock market has reached record highs despite rampant unemployment, recession and a global pandemic. What gives?
2020-09-1027 minThe Leaders PodcastThe global economy versus COVID-19There is widespread agreement among economists that the impact of COVID-19 will be severe. Despite the clear danger the global economy is in, are there any reasons to believe a worst case scenario can be avoided? Kathy Bostjancic, Chief US Economist at Oxford Economics, will examine the short and long term economic implications of COVID-19 and discuss the opportunities for a positive outlook.
2020-09-0845 minPayDirt: An American Banker Podcast with Daniel WolfeHow Visa views contactless payments in the coronavirus eraPaymentsSource Senior Analyst Michael Moeser interviews Visa's global head of contactless payments, Dan Sanford, about the factors causing a sharp rise in the use of contactless cards and mobile wallets across the globe.
2020-09-0123 minThe Leaders PodcastFrom now to next: Planning for a distributed workforceMichal Katz, Head of Investment and Corporate Banking in the Americas at Mizuho talks with Gemma Postlethwaite, CEO of Arizent, about organizational flexibility born out of the Covid-19 crisis and supporting the long-term diverse needs of a distributed workforce.
2020-08-3115 minBankshotPostal banking is a solution, but to which problem?With the USPS emerging as an election-year flashpoint, postal banking is an idea that could gain steam. But a number of proposals are out there, and they have widely varying implications for financial inclusion.
2020-08-2742 minPayDirt: An American Banker Podcast with Daniel WolfeThe money that kept moving in the pandemicBrad Windbigler, treasurer at Western Union, talks to us about how the company navigated the challenges of the pandemic — particularly as the global nature of its network meant it had to contend with moving money across parts of the world that recovered at vastly different rates from one another.
2020-08-2523 minThe Leaders PodcastLeading fast and slow: Being bold on the path to gender equalityClaudine Gallagher, Head of Americas at PNB Paribas speaks with Arizent CEO Gemma Postlethwaite about servant leadership, sponsorship vs mentorship, and what it will take to attract and retain women in financial services.
2020-08-2423 minEmployee Benefit News PodcastHelping employees regain their financial footing during coronavirusEmployers can be a huge help to employees working to regain their economic equilibrium due to the impacts of COVID-19.
2020-08-1822 minThe Leaders PodcastEthics in Artificial IntelligenceArtificial intelligence presents new and unique challenges to ethics and morality. U.S. Bank discusses why a deliberate ethical framework must serve as the bedrock for any company’s AI efforts.
2020-08-1728 minBankshotLibor is out, but SOFR isn't quite inAs the discredited Libor interest rate benchmark enters its last months, some banks are turning away from the repo-based alternative that regulators prefer. What could go wrong?
2020-08-1334 minPayDirt: An American Banker Podcast with Daniel WolfeHow merchants want to shape the new retail landscapeJohn Drechny, the CEO of the Merchant Advisory Group, discusses how merchants are looking beyond the coronavirus crisis — and how every choice merchants make today will have consequences that last well beyond the pandemic.
2020-08-1132 minThe Leaders PodcastHear and be heard: Leadership lessons from the Covid-19 crisisErminia Johannson, Group Head North America, Personal and Business Banking at BMO and Gemma Postlethwaite, CEO of Arizent talk about adapting to new modes of working, discernment and decision making, and how the Covid-19 crisis has shown how to accelerate change in an organization.
2020-08-1016 minThe Leaders PodcastFit for purpose: Building an inclusive culture through purposeStephanie Epstein, Managing Director, Global Head of Models Infrastructure at BlackRock talked with Gemma Postlethwaite, CEO of Arizent in the early days of the Covid-19 crisis about purpose-led workforce management and how the crisis may have lessons for leadership in supporting the needs of diverse teams.
2020-07-3015 minBankshotCan small-dollar loans be both profitable and fair?Regulators are urging banks to offer small-dollar loans again and lifting existing restrictions on nonbank lenders. But the real challenge is making those loans favorable to consumers without losing money.
2020-07-3034 minPayDirt: An American Banker Podcast with Daniel WolfeWhy 'earned wage access' is suddenly a big dealThe coronavirus pandemic has greatly disrupted many people's cashflow, and made financial management much more stressful. Earned wage access is one way to provide relief to those who still have an income but find themselves financially strained. PaymentsSource senior analyst Michael Moeser talks about earned wage access with Safwan Shah, the founder and CEO of Payactiv, a company that's operated in this space for nearly a decade.
2020-07-2830 minPayDirt: An American Banker Podcast with Daniel WolfeWhy Wirecard's success was too good to be trueEric Grover, principal at Intrepid Ventures, explains in detail how the high-flying German fintech fell to scandal — and whether it could happen again.
2020-07-2125 minBankshotWhat would a Democratic sweep mean for banking?While most of the public attention has been on Joe Biden's lead in presidential polls, any true overhaul of the bank regulatory landscape hinges on whether Democrats can retake the Senate — and by what margin.
2020-07-1619 minPayDirt: An American Banker Podcast with Daniel WolfeAnalyzing small-biz spending during the pandemicDerek Webster, founder and CEO of the mobile point of sale provider CardFlight, talks with Daniel Wolfe, editor-in-chief of PaymentsSource, about the data CardFlight collects on small-business spending, which it updates every week during the coronavirus pandemic.
2020-07-1423 minEmployee Benefit News PodcastHow to provide benefits to all employeesDuring this podcast, our industry subject-matter expert will discuss how employers can offer benefits to those who traditionally don’t qualify for employer-sponsored benefits plans, including retirees.
2020-07-1310 min
American Banker PodcastLeaders preview: From now to nextA sneak peek of a new podcast launching on American Banker in our Leaders forum. Arizent CEO Gemma Postlethwaite talks about lessons in leadership with Michal Katz, Head of Investment and Corporate Banking in the Americas at Mizuho.
2020-07-0716 minBankshotHow COVID-19 could alter the regulatory landscapeThe 2008 financial crisis transformed banking regulation. But how have those changes held up in the current recession, and what might be coming next?
2020-07-0229 minBankshotLeaders preview: Hear and be heardA sneak peek of a new podcast launching on American Banker later this summer as part of our Leaders forum, where senior voices and innovators will share their leadership experiences and perspectives on business-critical topics. Arizent CEO Gemma Postlethwaite talks with Ernie Johannson, BMO’s Group Head of North American Personal and Business Banking, about leadership during the Covid-19 crisis, organizational agility and lessons in discernment.
2020-06-2517 minBankshotAre independent regulators unconstitutional?The Supreme Court is poised to decide the fate of the Consumer Financial Protection Bureau's leadership structure, but the implications could reach far beyond the bureau.
2020-06-1828 minBankshotShould banks stay in the oil business?Dramatic volatility in the global oil market, plummeting demand and potential regulatory risks are making some banks rethink their energy strategy.
2020-06-0424 minBankshotThe coronavirus could force a full-blown crisis in credit scoringLawmakers are working to head off a wave of pandemic-related personal credit downgrades. But there are bigger problems with how credit risk is assessed that are harder to solve.
2020-05-2125 minBankshotLocal governments are in trouble. Can the Fed save them?The pandemic is taking a toll on tax receipts, leading the central bank to establish a municipal debt facility. Without a turnaround, the consequences for the financial system could be dire.
2020-05-0723 minBankshotIntroducing Zero DayFrom the producers of Bankshot comes a five-part series on cybersecurity called Zero Day. Cybersecurity is one of the leading sources of risk for the financial system, but no one seems to be doing much to address that risk. This series explores why that is, and whether anything can be done to make the internet more secure. All five episodes are available now wherever you get podcasts.
2020-05-0522 minBankshotBanks brace for a new normal in commercial real estateThe office and retail markets could look very different in the aftermath of the coronavirus pandemic. Here's what it could mean for lenders.
2020-04-2326 minEmployee Benefit News PodcastThe economic winners and losers from the coronavirus crisisA great redistribution of knowledge workers is afoot, says entrepreneur and founder of Russian Exchange Bank Alex Konanykhin, CEO of TransparentBusiness, who also says the coronavirus pandemic is producing a few winners (Zoom) and a huge swath of economic losers.
2020-04-1317 minBankshotIs it time to worry about inflation — or deflation?With the government pumping trillions of new spending into the economy, experts are questioning the Federal Reserve's ability to keep prices stable.
2020-04-0922 min
Bankshot'We've never seen anything like this before'The novel coronavirus poses not only an unprecedented health crisis, but an unprecedented financial crisis as well. Can we forestall a worst-case scenario?
2020-03-2725 min
BankshotThe devil and the details of CRA reformBanks and public advocacy groups agree that the Community Reinvestment Act needs to change. But is the latest proposal moving in the right direction?
2019-12-1830 minEmployee Benefit News PodcastWhat's in store for the future of fertility benefitsThe co-founder and CEO of Nubundle discusses the outlook for these benefits as well as some things advisers should be keeping in mind when offering them to clients.
2019-11-2214 minEmployee Benefit News PodcastNFP's Sharla St. Rose on hot benefits in demand this open enrollment seasonStudent loan, legal insurance and ID theft benefits are among some of the "sexiest" perks that employers can offer to staff, says NFP's vice president of group benefits.
2019-11-2016 minEmployee Benefit News PodcastBenefits that rock: Inside the ‘jam room’ at Zappos’ headquartersThe online retailer is offering free music lessons to employees via a new app.
2019-10-2809 min
BankshotCan the Trump administration reform housing on its own?With Congress deadlocked on a future for Fannie Mae and Freddie Mac, the administration is prepping to move by itself.
2019-10-2425 min
BankshotWhy reforming Fannie and Freddie is so hard to doAs the administration gears up to end a decade of government control of Fannie and Freddie, are there any good options? (Part 1 of 2)
2019-10-1722 min
BankshotHas banking become too political?Large banks are increasingly taking stands on social issues like gun rights and climate change. Some see this as a troubling development.
2019-10-1034 min
BankshotFinancial abuse of elders is getting worseElder financial exploitation is a vast and growing problem in the U.S., and one that presents difficult policy challenges for law enforcement and banks.
2019-09-2627 min
BankshotDo big credit unions act too much like banks?From expanding their membership to buying naming rights for major stadiums, big credit unions are taking unfair advantage of their tax exemption, bankers and industry observers argue.
2019-09-1828 minEmployee Benefit News PodcastDiana Lee, head of HR at Sesame Workshop, on the evolution of benefits, the changing workplace and her favorite muppetDiana Lee is the 2019 Employee Benefit News Benny Award Benefits Professional of the Year. EBN visited her office recently to discuss how she got her start in HR, and to hear her thoughts on the future of benefits and the changing workplace.
2019-09-1220 min
BankshotLibor is ending. We aren't readyThe most widely-referenced interest rate benchmark will cease to function after 2021, and the financial system is still coming to grips with that complicated reality.
2019-09-1227 min
BankshotWho’s afraid of the narrow bank?A new kind of institution wants to make the interest rate that the Federal Reserve pays to its member banks more widely available, but that could have big implications for monetary policy.
2019-09-0530 minEmployee Benefit News PodcastThrough the mirror: Employers want to see more diversity and inclusionPeople management platform Reflektive shares how they’re strategizing to make a more inclusive and varied employee population.
2019-09-0320 minBankshotAre AML rules catching only the ‘stupid’ criminals?Anti-money-laundering regulations are among the most costly, and few criminals get caught. Banks say there’s a better way.
2019-08-0127 min
BankshotFacebook’s bid to break bankingThe social media giant says its cryptocurrency project can bring services to the world's unbanked. Lawmakers and regulators aren’t so sure.
2019-07-2521 min
Bankshot'Farmers are caught in a liquidity trap'America's farms have taken on near-record levels of debt in recent years, and commodity prices and trade wars are putting pressure on farm country. That could spell bad news for bankers that lend to them.
2019-07-1825 min
BankshotCECL's uncharted territoryBeginning next year, banks will have to dramatically change the way they account for future credit losses, but experts disagree on the new rule's long-term impact.
2019-07-1126 minEmployee Benefit News PodcastElectrifying the voluntary market with fringe benefitsNon-traditional worksite offerings like student tuition repayment are providing brokers new ways to beef up packages.
2019-07-0825 min
BankshotIs leveraged lending a systemic risk?Lending to companies with heavy debt loads is a growing business — one that many fear could lead to the next financial crisis.
2019-06-2721 min
BankshotThe 'secret enforcement tool' that has bankers spookedBanks claim that regulators have been avoiding using a transparent public process to implement new regulations, opting instead to use informal guidance that has the impact of policy.
2019-06-2024 min
BankshotThe evolution of the Fed's stress testsStress tests have come a long way since first unveiled to shore up confidence in banks. But some critics fear that proposals to make the system more efficient would compromise its safety.
2019-06-1331 min
BankshotWhy doesn't the U.S. have faster payments?The U.S. still relies on antiquated payment processing technologies while other countries can process in real-time. What's the holdup?
2019-06-0625 minEmployee Benefit News PodcastAn insider's guide to employee healthcare engagementTwo experts weigh in on why workers struggle to understand their benefits and where employers can improve.
2019-05-3038 min
BankshotWhat is the 'branch of the future'?Branches are closing at the fastest pace in years, and keeping them relevant to customers is a problem banks are being forced to solve in ever more creative ways.
2019-05-2921 min
Bankshot'Merge or Die'The banking industry is entering an a new wave of consolidation, but debate is still raging about whether that's good for consumers
2019-05-2325 min
Bankshot'Banks are a big, fat target': Inside the 2020 racePresidential candidates may not be talking about banking now, but that's likely to change as the Democratic primary heats up
2019-05-1531 min
BankshotThe unstable stability councilAt first the Financial Stability Oversight Council wanted to target individual nonbanks that pose a risk to the economy. Now it wants to target activities rather than firms. Is that a good idea or a political ploy?
2019-05-0822 min
BankshotGreed isn’t good enoughChanging demographics and cultural trends are making bank CEOs think beyond profitability and toward addressing what they stand for.
2019-05-0117 minEmployee Benefit News PodcastBest practices for cancer care benefitsDr. Miles Varn, chief medical officer at PinnacleCare, discusses the importance of benefits that assist employees when they receive a cancer diagnosis.
2018-12-0112 min
Nobody's HomeEp. 10: Starfish Solutions: What can we do if we try?In the series finale, we examine how to get people who aren’t directly affected by vacant housing to care about finding a solution. How do you focus policymakers on a problem with so many different moving parts?
2018-10-2130 minNobody's HomeEp. 9: Marshall Plan: How to Fix Vacant HousingIf housing blight costs money, renovating vacant housing and creating new affordable housing also costs money. Where might that investment come from? An examination of community land trusts and the Community Reinvestment Act.
2018-10-1444 minEmployee Benefit News PodcastNavigating benefits for non-binary gender employeesManeuvering healthcare options for non-binary gender workers can be a challenge. Experts weigh in on some best practices for making the process as smooth as possible.
2018-10-1033 minNobody's HomeEp. 8: Sweat Equity: What Does it Cost to Build a Home?The crisis in affordable housing has its roots in the high cost of building entry-level single-family homes. But why does it cost so much to build a house? And what did previous generations do to build affordable housing?
2018-10-0723 minNobody's HomeEp. 7: "You're either growing or you're dying"Small towns across the country struggle with vacant housing as much as cities, even though some of those places have plenty of jobs. Geography and a declining population lead rural communities to make hard choices that often play themselves out in unexpected ways.
2018-09-3035 minNobody's HomeEp.6: The New Blue Collar JobPeople need jobs to afford housing, but how can cities attract more jobs to places that need them the most? And what happens to a neighborhood when drug activity and crime move in after blue-collar jobs move out?
2018-09-2333 minEmployee Benefit News PodcastTalkin’ ‘bout my generation with DirectPath’s Kim BuckeyFrom baby boomers to Generation Z, benefits plans need to be tailored to meet broad generational needs.
2018-09-2122 minNobody's HomeEp. 5: The American Dream: Is Homeownership Really the Answer?The 2008 financial crisis nearly destroyed the global economy, and was driven by an asset bubble in what has been among the most secure financial products: the home mortgage. Can policymakers expand homeownership without endangering the financial system? Should they?
2018-09-1630 minNobody's HomeEp. 4: “Brown in a Different Way”: The Gentrification DilemmaWhat happens when neighborhood revitalization is too successful? Some cities have managed to eliminate their vacant housing problems. But now many of them face acute shortages of affordable housing, which can lead to nefarious results for renters.
2018-09-0936 minNobody's HomeEp. 1: “Do You Hear Me?": How Blight Is Hurting AmericaPoverty. Crime. Vacant housing isn't just about empty homes and abandoned lots. It's a problem that is blighting communities across the United States. Nowhere is it more apparent, however, than Baltimore. With 16,000 vacant properties and another 14,000 vacant lots, some residents think they have a solution. But the challenge facing them and other blighted areas is immense.
2018-09-0924 minNobody's HomeEp. 2: Dead Pledge: The Rise and Fall of Urban HomesteadingThe idea of urban homesteading was supposed to shore up flagging cities in the 1970’s and 1980’s, but why did it fall short? An examination of how home values are decided, and how the financial system intersects with people’s attitudes.
2018-09-0926 minNobody's HomeEp. 3: Building From Strength: Inside Cities’ Battle Against BlightWhat does it take to combat vacancy in neighborhoods where it has taken hold? A look into one neighborhood in Baltimore that has bucked the trend, and the approach that city planners use to reinvest in blighted communities.
2018-09-0926 minNobody's HomeTrailer: Nobody's Home: A new podcast exploring the other housing crisisThere's a problem in America. Homes are decaying all over the country, even as affordable housing is becoming more scarce. Can we rebuild these communities before it's too late? A trailer introducing a special ten-part podcast series by American Banker.
2018-09-0502 minEmployee Benefit News PodcastTransamerica CEO weighs in on the vexing issue of retirement in AmericaCatherine Collinson, CEO and president of nonprofit Transamerica Institute and Transamerica Center for Retirement Studies, discusses their latest report on what is bringing down American retirement confidence and what benefits professionals can do to help.
2018-08-2221 min
Bank Investment Consultant PodcastTeach clients, don’t sell them, on retirement Investing is far from simple once all the relevant aspects are considered – such as distribution and taxes. Advisor and retirement coach Holly Kylen talks to Editor Lee Conrad about how advisors need to educate and make the complex simple.
2017-10-0314 minBank Investment Consultant PodcastHow to educate clients on Social SecurityOnce advisors have this conversation with clients, it can turn into one of the more powerful referral sources, says Rob Kron, head of investment and retirement education at BlackRock.
2017-09-0621 minBank Investment Consultant PodcastSegmenting a book can lead to better teamworkBanks need to re-assign some of their wealth management clients, says Arthur Osman, executive VP, institution services at LPL. He tells Editor Lee Conrad that it can lower costs and even help develop new talent. And with the right touch, clients won’t feel disconnected from the bank.
2017-08-2814 minBank Investment Consultant PodcastHow, when and why advisers should quitNever sell your clients on your institution. You should be the face of the organization to them, says career consultant Rick Rummage. He talks to editor Lee Conrad about that and other tips on how advisers should resign.
2017-08-0218 minBank Investment Consultant PodcastFiling early for Social Security goes against the oddsDying young isn’t the problem, our expert says, tongue-in-cheek. Long life, which is more common, creates the financial problems.
2017-07-1417 minBank Investment Consultant PodcastCompensation changes coming to the bank channelChanges are necessary, but banks shouldn’t expect to see revenue stay level. Editor Lee Conrad continues his conversation with consultant Peter Bielan about how banks should approach the challenges ahead.
2017-06-2918 minBank Investment Consultant PodcastWhat compensation changes are in your future?You probably feel you already act in your clients’ best interests, but now that it’s official, you could feel it in your paycheck. Editor Lee Conrad talks with Peter Bielan, principal at Kehrer Bielan Research & Consulting, about changes banks are considering for their advisers.
2017-06-0825 minBank Investment Consultant PodcastSegmenting a book under a fiduciary standardServing a client’s best interest means focusing on fewer households. Staying profitable means choosing the right ones. Editor Lee Conrad talks with Arthur Osman, executive VP, institution services at LPL about segmenting a book of business in today’s market.
2017-05-1916 minBank Investment Consultant PodcastSocial Security is stronger than you thinkA few tweaks would make the program strong for the rest of this century. Editor Lee Conrad talks with consultant and author Brian Doherty about those changes and the difficulty in implementing them.
2017-05-0418 minBank Investment Consultant PodcastNavigating a changing career path for advisersWhat changes should advisers expect in the coming years? Editor Lee Conrad talks with career consultant Rick Rummage to explore the relevant issues.
2017-04-1918 minBank Investment Consultant PodcastBanks struggle to keep HNW clientsHow can banks prevent wealthy customers from leaving? Editor Lee Conrad talks with consultant Scott Stathis to find out.
2017-03-3028 min