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