How wealth managers maintain trust through succession or acquisitions

Name: How wealth managers maintain trust through succession or acquisitions
Uploaded: 2026-03-31T20:11:59Z
Description: Andy Schwartz, CEO & managing partner of OnePoint BFG Wealth Partners, sits down with InvestmentNews anchor Gregg Greenberg to highlight ways in which wealth managers maintain trust and continuity through succession or acquisitions.

Andy Schwartz, CEO & managing partner of OnePoint BFG Wealth Partners, sits down with InvestmentNews anchor Gregg Greenberg to highlight ways in which wealth managers maintain trust and continuity through succession or acquisitions.