Navigating Wealth Management: Independence, Innovation, and Industry Trends with Toby Salinger
Update: 2024-09-06
Description
In this episode of Cogcast, Michaela Morales, Cognito’s in-house wealth management expert, sits down with Toby Salinger, Chief Correspondent at Financial Planning, to explore the evolving landscape of wealth management. They dive into the rise of independent advisors, the ongoing wave of industry consolidation, and how private equity is reshaping the sector. Toby shares insights on the increasing integration of tax planning into wealth management, the game-changing role of AI and technology, and the latest investment trends in a volatile market. Whether you’re a financial advisor or simply interested in the future of wealth management, this episode is packed with valuable takeaways.
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