An investment outlook for the rest of 2023

September 6th at 12:00 pm ET

After a tumultuous period surrounding the outbreak of the COVID-19 pandemic, 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?

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.

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.

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.

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.