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

May 9th at 12:00 pm ET

Integrated Partners founder Paul Saganey will discuss how partnerships — particularly those between financial advisors and CPAs — can benefit firms and clients in a time of hypercompetition in the wealth management industry.

Regulation Best Interest: Whose interest is it in?

Mark Quinn, director of regulatory affairs at Cetera Financial Group, joins us to discuss Regulation Best Interest, which federal regulators began enforcing in June 2020 to hold brokers to similar conduct standards as fiduciary advisors.

PIABA president talks about why getting online records erased is easier than many advisors think and why more barriers should be put up.