|
|
POLITICS, POLICY AND REGULATION | |
|
| | 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?
| | RSVP |
|
|
LEADERSHIP AND THE WORKPLACE | |
|
| | 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 |
|
|
| |
LEADERSHIP AND THE WORKPLACE | |
|
| | 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 |
|
|
LEADERSHIP AND THE WORKPLACE | |
|
| | Anne Lester, who led JPMorgan's Retirement Solutions department for 20 years, talks about how to overcome the psychological barriers to saving. | | WATCH |
|
|
HIGHLIGHTING WEALTH MANAGEMENT | |
|
| | 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 |
|
|
LEADERSHIP AND THE WORKPLACE | |
|
| | 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 |
|
|
|
