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.

Leading through challenges and opportunities for today's family offices

October 23rd at 12:00 pm ET

Join us for a lunchtime talk with Maria Elena "Mel" Lagomasino, CEO and Managing Partner of WE Family Offices, about leadership in the growing family office world and what it means for financial advisors.  

The bank president preparing USAA to lead in the next 5 years

October 27th at 12:30 pm ET

Banking veteran and President of USAA Federal Savings Bank, Paul Vincent, shares insight on leading a bank that provides financial services to millions of veterans and their families, and reflects on how this year's banking crisis has impacted how he is steering USAA into 2024.

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?

Winning top advisor talent in wealth management

Join us for a talk with Jennifer Povlitz, Division Director of U.S. Wealth Management at UBS, for a conversation on the state of talent recruiting in the industry and what firms are doing to win advisors.

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.