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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
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Jennifer Wing, SVP, head of asset management at GeoWealth; Rod Sayegh, managing director, head of digital strategy & programs at Fiduciary Trust Company International; Samantha Russell, chief evangelist at FMG.
June 29
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Join Riskalyze CEO Aaron Klein as he highlights how advisors can redefine the client experience, identify ways to highlight strengths and opportunities in their firm while negating weaknesses and threats, and use technology to elevate financial advice to a better future.
June 29
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In this panel discussion, InvestCloud will speak with Harsh Kumar about how Citi Alliance has leveraged InvestCloud's digital capabilities to design, build and deploy an integrated banking solution, now available to wealth management firms around the world.
June 29
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Chip Castille, CEO and Founder, GoalBased Investors; Michelle Tran, SVP, Head of Enterprise Sales, Vestwell
June 29
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Margaret Hartigan, CEO of Marstone; Shruti Joshi, COO of Facet Wealth.
June 29
