Dr. Dennis T. Jaffe, Keith Whitaker, Susan Massenzio and Jay Hughes
Anticipated estate tax increases means 2020 is a 'vintage-year' for trusts, but the rush can have negative long-term implications for the families that create them.
Join this panel of experts to learn how Vanguard harnessed the power of digital technologies to create positive customer experiences that drive growth and capture new markets, including expansion to the mass affluent space.
The deal with Stavis & Cohen Financial, which has about $570 million in assets, will bring CI Financial's total US assets to about $13 billion and its North American assets will total $59 billion.
Join us for this panel of industry veterans and practitioners who will share their insights in navigating the new normal and how they have used this interesting time to create a thriving digital workplace. Register for Thursday, Nov. 5th at 2pm ET / 11am PT.
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