The most important year-end tax planning questions

November 1st at 12:00 pm ET

Two tax experts share the key strategies for financial planners and tax professionals to discuss with clients in the fourth quarter.

Analyzing the FOMC Meeting

November 2nd at 2:00 pm ET

All eyes are on the Federal Reserve and monetary policy. Join us as Scott Anderson, chief U.S. economist and managing director at BMO Economics, breaks down the latest FOMC meeting.

Investing in women CEOs with Patricia Lizarraga of Hypatia Capital

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.

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.