Join Wipfli’s Robert Zondag for a conversation about where the wealth management industry is headed in 2026. Learn how firms are evolving, including via new business models, recruiting strategies and private equity partnerships.

How Her Bank found success with its customer segmentation strategy to better connect with women who lacked a strong banking relationship.

Explore how insurers adapt to statutory changes, tackle talent gaps and leverage tech for smarter filings. Tune in to our latest Bank on Wipfli podcast episode.