Wealth management, explained
Morning Brew Daily - Podcast tekijän mukaan Morning Brew
Kategoriat:
For most people, wealth management sounds like something that’s only for the uber rich—like private planes and 'add truffles.' Today, Kristin Lemkau, CEO of Wealth Management at JP Morgan Chase, joins the show to dispel that myth. She’s breaking down the ins and outs of wealth management, why it’s right for everyone, and the industry changes she’s seen throughout her 22 years at the company. She’s also sharing her thoughts on retail investing apps and their gamification of the space.