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  • TAX
    • Investment Strategies
    • Wealth Management
    • Estate Planning
    • Retirement planning
    • ESG
    • Financial Advisor Confidence Outlook
    • Practice and client management
    • Recruiting
    • Professional development
    • Growth strategies
    • Compensation
    • Regulation and compliance
    • Politics and policy
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  • Leaders
    Video Video Gary Quinzel recaps FOMC meeting

    Gary Quinzel, vice president of portfolio consulting at Wealth Enhancement Group, gives his views about monetary policy and offers his opinion on the FOMC statement and Fed Chair Jerome Powell's press conference.

    Gary Quinzel recaps FOMC meeting
  • Leaders
    Video Video Will the Fed cut rates this year?

    Recent economic data have shown inflation stubbornly above the Fed's 2% target, putting rate cuts in jeopardy. Join us on May 2 at 3 p.m., as Lauren Saidel-Baker, an economist with ITR Economics, parses the FOMC meeting, Chair Powell's press conference and takes a look at future policy.

    Will the Fed cut rates this year?
  • Leaders
    Video Video James Ragan breaks down the FOMC meeting

    D.A. Davidson Director of Wealth Management Research James Ragan will review and analyze the March Federal Open Market Committee meeting.

    James Ragan breaks down the FOMC meeting
  • Leaders
    Video Video When will the FOMC cut rates?

    The Federal Reserve expects to cut interest rates three times this year, some say as early as March, if data alllow those moves. Following the Jan. 30-31 FOMC meeting, Garrett Melson, portfolio strategist at Natixis Investment Managers Solutions, will provide his take on the meeting and Chair Jerome Powell's press conference.

    When will the FOMC cut rates?
  • Leaders
    Video Video Watching Fed monetary policy

    The Federal Open Market Committee meets Dec. 12 and 13 and in addition to their statement, they will issue a Summary of Economic Projections.

    Watching Fed monetary policy
  • Leaders
    Video Video Looking ahead at the economy and markets with Solita Marcelli of UBS

    How are banks and the financial sector likely to perform in the coming year? The Americas chief investment officer of UBS Global Wealth Management shares her insights.

    20231213_Leaders_SolitaMarcelli.mp4
  • Leaders
    Video Video Analyzing the FOMC Meeting

    All eyes are on the Federal Reserve and monetary policy. Join us as Scott Anderson, chief U.S. economist and managing director at BMO Economics, breaks down the latest FOMC meeting.

    Analyzing the FOMC Meeting
  • Policy, Politics and Regulation (Leaders)
    How financial advisors are dealing with economic uncertainty, with Edward Jones head Penny Pennington

    The brokerage's managing partner talks about AI in wealth management, inflation, and her work on the St. Louis Fed board, in conversation with American Banker Editor-in-Chief Chana Schoenberger.

    November 7
    How financial advisors are dealing with economic uncertainty, with Edward Jones head Penny Pennington
  • Leaders
    Asset management faces the future, with UBS's Suni Harford

    What's in store for the industry? A Most Powerful Women in Finance honoree discusses what's next with Editor-in-Chief Chana Schoenberger.

    November 7
    Asset management faces the future, with UBS's Suni Harford
  • Policy, Politics and Regulation (Leaders)
    Video Video Analyzing the FOMC decision

    The Federal Reserve is expected to pause at its September meeting. Jeff Timlin, a managing partner at Sage Advisory, will join us on Sept. 21 to provide analysis of the meeting.

    Analyzing the FOMC decision
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CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

FP_November-December_2024.jpg
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© 2025 Arizent. All rights reserved.
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© 2025 Arizent. All rights reserved.