FP Rising Stars: Early career planning professionals advancing the industry

September 21st 12:30 PM ET

In an event led by two respected RIA thought leaders, FP recognizes a half dozen people whose talent and accomplishments have them poised to advance the planning profession. What are the key factors shaping the industry’s future?

What's next for the FOMC?

September 22nd 2:00 PM ET

The September Federal Open Market Committee meeting may provide a turning point in monetary policy. Brendan Murphy, head of global fixed income, North America, at Insight Investment will offer his thoughts about the meeting and what to expect going forward.

How brokers and brokerages are changing, not going away

September 28th 12:30 PM ET

The presidents of two RIAs that use outside broker-dealers discuss how independent wealth managers are morphing in an effort to keep up with a fast-changing industry. Where do brokers fit in the future of wealth management?

(SUBSCRIBERS ONLY)

What proxy voting reveals about trends for financial institutions

Join Tim Gokey, CEO of Broadridge, in this video session to hear about the trends he sees in shareholder proxy votes. In this age when half the American public owns shares, investors have more power than ever over the companies they own – but how will they wield it, and what do they want?

Clients won't come to you: The vital role marketing plays for RIAs

Meg Carpenter, founder and CEO of FiComm partners, discusses the difficulties RIAs have in marketing themselves, the ways in which these entrepreneurs can build on their strengths to reach clients, and how to harness technology to boost their own profiles.