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LEADERSHIP AND THE WORKPLACE | |
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| | 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. | | RSVP |
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POLITICS, POLICY AND REGULATION | |
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| | | 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. | | RSVP |
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HIGHLIGHTING WEALTH MANAGEMENT | |
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| | How partnerships — particularly those between financial advisors and CPAs — can benefit firms and clients in a time of hypercompetition in the wealth management industry. | | WATCH |
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LEADERSHIP AND THE WORKPLACE | |
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| | 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. | | WATCH |
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LEADERSHIP AND THE WORKPLACE | |
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| | Anne Lester, who led JPMorgan's Retirement Solutions department for 20 years, talks about how to overcome the psychological barriers to saving. | | WATCH |
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LEADERSHIP AND THE WORKPLACE | |
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| | 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. | | WATCH |
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