Bank on Wipfli

Wipfli

Financial services have always had partners who could help evaluate, address, and mitigate risk but today they need to lean on those partners more than ever. Welcome to Bank on Wipfli. Each episode, we’ll feature discussions around industry issues, hot topics and current trends, giving you an insider's look at how top performers and professionals are staying ahead of the curve. Count on Bank on Wipfli podcasts to be your go-to source for need-to-know information that affects the financial services industry.

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Bank on Wipfli

Episodes (13)

Dec 30, 2025 How will wealth management change in 2026?
Nov 18, 2025 Segmented Service, Stronger Impact
Sep 23, 2025 Smarter insurance filing — Maximize tech and talent

Bank on Wipfli

Dec 30, 2025
43 minutes
30 MB

How will wealth management change in 2026? In this episode of Bank on Wipfli, join Wipfli’s Robert Zondag for a conversation with Diamond Consultants CEO Louis Diamond and Wipfli partner Ron Niemasyk about the evolving dynamics of the industry in areas like recruitment, tech and private equity partnerships — plus how wealth management advisory firms are adapting to keep up. Listen for a rundown on key trends that will shape wealth management over the next 12 months, including: Firms moving towards advisory-focused business models, including why tax and estate planning have become expected service offerings.Weal...

Bank on Wipfli

How will wealth management change in 2026?

Wipfli

00:00 -43:07