Propagate Fintech Podcast
The $124 Trillion Wealth Transfer Banks Aren't Ready For
What was said
Ameriprise, they only started working with bank and credit union based wealth management firms a few years ago, or maybe they had done it another time over their like 100 plus year history, but they got back into it in earnest about seven years ago or so with an M&A deal. And now they're recruiting financial institutions too.