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Daily Archives: November 16, 2022

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Private Banking Models Versus Traditional Brokerage Models! Ask Roger – Podcast For Financial Advisors

Podcast & VideosBy TGGNovember 16, 2022

This podcast is about private banking models versus traditional brokerage models. There is essentially a philosophical and economical war between models. You have on one hand the JP Morgan, the US trust the Citibank, the BoA model. Versus the Morgan Stanley the UBS, the Wells Fargo, Merrill Lynch, Stiefel, Nicholas and Ray J model. So…

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