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Databits: The good, bad and ugly about fast money

Influenced by expanding digital technologies, consumers are increasingly expecting fast money movement in all parts of their financial lives. Join Arizent's Michael Moeser as he explores the highlights of American Banker's new study "The good, bad and ugly about fast money" which covers the impact of what happens when financial organizations meet consumer expectations on fast money movement and when they don't. It also covers potential threats on the horizon as demand for faster money grows.

Strategic planning: The health and wealth connection

There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health? So how can the financial planning industry innovate health and wealth management in the post pandemic era? Join us as we explore these issues with Maria Elena Lagomasino, CEO & Managing Partner of We Family Offices and Carolyn McClanahan, Founder of Life Planning Partners.

State of the wealth management industry: Where is it going?

The wealth management business is undergoing considerable transformation. The pandemic has created a new breed of investors, with distinct expectations and tastes formed by new technology and having lived through the financial crisis. This has resulted in new industry standards in terms of how advice and investment products are given.

Risk management for the future: How advisors can bring value to their clients

Financial advisors have a variety of objectives in working with their investment-planning clients. But when all is said and done, clients are usually mainly interested in a successful road map to growing and protecting their wealth to and through retirement. Risk management is a crucial part of that plan and how wealth managers can bring value to clients.