What is an office of supervisory jurisdiction?

September 12th at 12:00 pm ET

Veteran recruiter Jodie Papike shares the questions that every independent financial advisor should ask before joining an OSJ.

Analyzing the FOMC decision

September 21st at 12:00 pm ET

The Federal Reserve is expected to pause at its September meeting. Jeff Timlin, a managing partner at Sage Advisory, will join us on Sept. 21 to provide analysis of the meeting.

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

How partnerships — particularly those between financial advisors and CPAs — can benefit firms and clients in a time of hypercompetition in the wealth management industry.

Winning top advisor talent in wealth management

Join 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.

Anne Lester on the future of retirement

Anne Lester, who led JPMorgan's Retirement Solutions department for 20 years, talks about how to overcome the psychological barriers to saving.

Senior Bank of America investment banker Jill Schwartz discusses her own board roles, how women can serve on nonprofit boards, and how they can drive change.