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POLITICS, POLICY AND REGULATION | |
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| | 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. | | RSVP |
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LEADERSHIP AND THE WORKPLACE | |
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| | 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. | | RSVP |
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LEADERSHIP AND THE WORKPLACE | |
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| | 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. | | RSVP |
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POLITICS, POLICY & REGULATION | |
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| | 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? | | WATCH |
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LEADERSHIP AND THE WORKPLACE | |
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| | 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. | | WATCH |
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LEADERSHIP AND THE WORKPLACE | |
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| | Veteran recruiter Jodie Papike shares the questions that every independent financial advisor should ask before joining an OSJ. | | WATCH |
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