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| | Financial services firms are focusing on essential risk-related priorities, but must not lose sight of the importance of innovative technologies that drive business forward. | | WATCH |
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POLITICS, POLICY, AND REGULATION | |
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| | Mark Quinn, director of regulatory affairs at Cetera Financial Group, discusses Regulation Best Interest, which federal regulators began enforcing in June 2020 to hold brokers to similar conduct standards as fiduciary advisors. | | WATCH |
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HIGHLIGHTING WEALTH MANAGEMENT | |
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| | For business owners, a maze of financial and emotional challenges can stand between their practice and the future. Bluespring chairman Stuart Silverman and president David Canter shows us how to get there. | | WATCH |
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