A look at issues affecting the bank and insurance securities community
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In this episode of the B ISA Portfolio Podcast , hosts Jane-ellen Porter (BISA President) and John Olerio (Immediate Past President) sit down with Dan Bonano of Franklin Madison and Jonathon Allen of Westcom Financial, co‑chairs of BISA’s newly organized Membership Committee. Their conversation explores how BISA can deepen year‑round engagement, structure its subcommittees for maximum impact and…
In this episode of the BISA Portfolio Podcast, guest host Dawn Goldbacher of Franklin Madison talks with Pamela Dawson of U.S. Bank, Kelly Lytle of Proformex, and Leslie Anderson of BMO about how lessons from sports translate into leadership and teamwork across financial services. Recorded live at the BISA Annual Conference in Tampa, their conversation explores building trust with teams and…
In this episode of the BISA Portfolio Podcast , guest host Jim Nickens of SWAN Financial Group talks with Pamela Dawson of U.S. Bank and Logan Hickman of Nationwide about how BISA’s newly renamed Impact & Vision Committee is advancing belonging across the financial services industry. Recorded live at the BISA Annual Conference in Tampa, their conversation covers the committee’s evolution, the…
In this episode of the BISA Portfolio Podcast , guest host Jim Nickens of Swan Financial Group sits down with a group of BISA members to explore how real, often nontraditional, career journeys are shaping the future of financial services. Recorded live at the BISA Annual Conference in Tampa, the conversation features Ron Major (TruStage), Kylie Murray (Sammons Institutional Group), Vanessa Wilson…
In this episode of the BISA Portfolio Podcast, guest host Heather Broderick of LPL sits down with new BISA President Jane‑ellen Porter of Wilmington Advisors at M&T to discuss building the next generation of advisor talent — and why solving the talent gap is business‑critical for institutions today. Recorded live at the BISA Annual Conference in Tampa, their conversation explores how intentional…
In this episode of the BISA Portfolio Podcast, LeAnn Rummel returns with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors to explore why women are becoming the “Chief Consumer Officers” of their households — and what that means for financial professionals. Tune in to learn: Why 70% of widows change financial professionals — and how empathy and inclusion can…
In this episode of the BISA Portfolio Podcast guest host LeAnn Rummel, president and CEO at Cetera Investment Services, talks with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors about MassMutual Strategic Distributors' research on how language shapes retirement planning. Listen in for insights on: Why the words people use to describe “life after career” reveal…
In this episode of the BISA Portfolio Podcast, BISA President John Olerio, vice president of weatlh management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, who draws a surprising parallel between today’s financial markets and the hit TV show "The White Lotus" — where surface-level calm conceals deeper chaos. Listen in here or on your favorite podcast…
In this episode of the BISA Portfolio Podcast , John Olerio, BISA president and vice president of wealth management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, about his top three investment themes for 2025 — the "Great Moderation," the evolving role of the Federal Reserve and the renewed importance of diversification — and how they remain relevant…
In this episode of the BISA Portfolio Podcast , Jay McAnelly (Ameriprise Financial Institutions) and Lee Bennett (F&G Life) of the BISA Content Advisory Committee interview a diverse group of industry professionals and students on hot topics recorded live at the BISA Annual Conference. The conversation features industry veterans Jane-ellen Porter (Wilmington Advisors at M&T), Tim Coleman (Centier…