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.

Silicon Valley Bank’s failure has bankers asking: what went wrong, and what should we do now? Three journalists at American Banker discuss the problems that led to Silicon Valley Bank’s demise as well as what the crisis means for regulation, consolidation, and more.