Wall Street’s Small-Client Problem

Watchdog on Wall Street with Chris Markowski

Trascritto

Wall Street’s Small-Client Problem

30 set 2026 · 7 min. 37 sec.

Descrizione

LISTEN and SUBSCRIBE on: Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on: https://www.youtube.com/@WatchdogOnWallstreet/featured Big financial firms are increasingly steering smaller investors toward call centers and “virtual advice” units while...

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LISTEN and SUBSCRIBE on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608

Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i

WATCH and SUBSCRIBE on:

https://www.youtube.com/@WatchdogOnWallstreet/featured

Big financial firms are increasingly steering smaller investors toward call centers and “virtual advice” units while cutting advisor compensation on lower-balance accounts. Chris argues Wall Street has forgotten what financial advice should be about: helping people build wealth, not just serving those who already have it.

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