Investing in women CEOs with Patricia Lizarraga of Hypatia Capital

October 11th at 1:00 pm ET

The founder of an ETF that tracks all American public companies with female CEOs sits down to discuss why it matters if a company has a woman as CEO.

RIA Leaders: Referrals from Schwab and Fidelity

October 17th at 12:00 pm ET

Take part in a discussion of the source of business that's open to only a select number of firms selected by the giant custodians.

What is an office of supervisory jurisdiction?

Veteran recruiter Jodie Papike shares the questions that every independent financial advisor should ask before joining an OSJ.

An investment outlook for the rest of 2023

The first half of 2023 has seen markets steady, inflation subside and fears of a recession lessen. What does the rest of the year hold, and how should it impact investment decisions?

The case for wealth management-accounting partnerships in a tough economy

How partnerships — particularly those between financial advisors and CPAs — can benefit firms and clients in a time of hypercompetition in the wealth management industry.

Senior Bank of America investment banker Jill Schwartz discusses her own board roles, how women can serve on nonprofit boards, and how they can drive change.