From Strategy to Impact

July 17, 2025

In this featured interview from INSITE 2025, hosted by RIA Channel’s Julie Cooling, Moran Wealth Management® Chief Data Officer Christina Shaw joins Christina Townsend of BNY Pershing to discuss the evolving landscape of wealth management. Together, they explore how leading firms are deepening their value propositions through innovation, culture, and strategic investment in talent and technology. Their conversation offers insight into what it takes to build a future-ready firm and the importance of empowering teams to lead with purpose.

Check out the full here. Courtesy of RIA Channel.

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