The Future of Wealth Management Part One

from Jill on Money with Jill Schlesinger · host Audacy

This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Episode metadata supplied by the publisher feed · Published Dec 14, 2024

Embed this episode

Attribution link and audio player

NOW PLAYING

The Future of Wealth Management Part One

0:00 25:11

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Jill on Money with Jill Schlesinger?

This episode is 25 minutes long.

When was this Jill on Money with Jill Schlesinger episode published?

This episode was published on December 14, 2024.

Can I download this Jill on Money with Jill Schlesinger episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!