NEXT Podcast

Woodgate Financial's Jason Pereira details how advisors can be more efficient through digitization and automation.

The president of Tolleson Wealth Management discusses working with clients to build a financial plan based on a combination of psychology, one-on-one support and high-touch client service. 

Pershing's Bill Bruckner dives into the key findings from the latest “NEXT: Wealth Management Firm of the Future” Research report.

Mercer Advisors' Martine Lellis discusses how the role of financial advisor is evolving with client need.