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Carolyn Kim Allwin, head of ESG at Capco; Aubre Clemens, global head of sustainable research at JP Morgan; Amantia Muhedini, sustainable investing strategist at UBS; Roseliny Genao, vice president, investing with impact/D&I analyst, Global Investment Manager Analysis at Morgan Stanley
June 30
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This session will dissect the component parts of wealth advice through the eyes of consumers. The findings will help attendees see the key drivers of value and help determine where to place their modernization bets.
June 30
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A new study says millennials should only expect 80% of their projected benefits, but there are ways to make up for the shortfall.
June 30
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Plus, a new partnership for Marstone and Facet Wealth adds to its award-winning team
June 30
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The educational partnership gives RIAs complimentary access to a DACFP intro course.
June 30
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A new SE-AWMA designation has added a ninth module or standalone class for professionals working with high net worth clients.
June 30
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The agency is continuing its focus on firms that have never been examined, including recently formed ones.
June 29
LibertyFi -
An independent investigation found no evidence of a pact with Wells Fargo’s attorney but omitted mention of the other big questions emanating from the case.
June 29
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J.P. Morgan senior executive Kelli Keough dissected the artificial opposition between digital tools and human advice at FP’s recent INVEST 2022 conference.
June 29
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A fireside chat with Julia Carreon, MD at Citi Global Wealth.
June 29
