Winning top advisor talent in wealth management

August 23th at 12:00 pm ET

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.

Hike or hold: which will the Federal Reserve choose?

José Torres, a senior economist at Interactive Brokers, discusses the FOMC meeting and Chair Jerome Powell's balanced approach between hawkish and dovish sentiments on inflation and interest rates.

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.