| Hello,
Meeting the needs of your clients means staying at the forefront of industry news, advisor tech, investment strategies and other major developments in the wealth management community. That’s why Financial Planning is focused on providing engaging, transformative content to help you build client relationships, leverage the latest tech and grow your business.
You’ve probably noticed we’ve been adding more insightful news and analysis, including expanded coverage of the latest investment strategies and original research reports with actionable insights. We’re continuing that momentum today with the launch of Leaders, our on-demand video library that connects you with the industry’s top minds as they address business-critical topics.
Leaders is a digital forum for diverse voices and dynamic ideas. In livestream sessions and on-demand videos, experts and innovators provide unique insight into the most pressing issues — from the future of wealth management to taking care of employees — helping you navigate new challenges and opportunities as they arise. Featured speakers include:
Catherine Keating, CEO of BNY Mellon Wealth Management — ‘The Future of Wealth Management’ Claude Hanley, Partner of Capital Performance Group — ‘2021 & Beyond: What It Will Take To Survive and Thrive in the New Operating Environment’ Peter Coffin, President, Breckinridge Capital Advisors — ‘Fixed Income and ESG: A Natural Investing Partnership’ Eyal Lifshitz, CEO and Co-founder, BlueVine — ‘Team Over Everything: Taking Care of Employees During Times of Uncertainty’ Maria Gotsch, President and CEO, Partnership Fund for New York City — ‘What's amazing in fintech now’
You can explore everything Leaders has to offer here or RSVP below. | 