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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 Where does the FOMC go from here?

    The day after the FOMC announces its policy decision, Christian Scherrmann, U.S. Economist at DWS Group, will offer his take on the meeting, Fed Chair Powell's press conference and what comes next.

    Where does the FOMC go from here?
  • Policy, Politics and Regulation (Leaders)
    Video Video Why do financial planners need legal recognition?

    FPA 2022 President-Elect James Lee explains how the organization plans to pursue protection for a title that some advisors say is misused in the industry.

    Why do financial planners need legal recognition?
  • Leaders
    Video Video How banks will navigate the geopolitical storms

    As the world reshapes its alliances around the Ukraine war, how will banks work with companies and governments to keep trade and the financial system running?

    How banks will navigate the geopolitical storms
  • Leaders
    Video Video Tracking the FOMC

    The Federal Reserve has started a hiking cycle that's expected to continue with half-point increases in June and July, Marvin Loh, senior macro strategist at State Street Global Markets, will assess the June Federal Open Market Committee meeting and tell what he expects the panel to do in the future.

    Tracking the FOMC
  • Leaders
    What does Santander see in the U.S. that other banks are missing?

    Regulatory pressure and business exigencies have spurred foreign banks to draw down their presences in the United States in recent years. But Spanish bank Santander has been going the other way, expanding its U.S. business presence.

    June 15
    What does Santander see in the U.S. that other banks are missing?
  • Leaders
    Regulation and policy outlook: How climate change impacts banking

    Join industry experts to explore how financial institutions can better prepare for future compliance issues associated with the evolving landscape.

    December 15
    Regulation and policy outlook: How climate change impacts banking
  • Leaders
    Video Video Community banks: Their role in political advocacy and supporting local economies across the country

    Community banks have played and will continue to play a key role in supporting local economies across the country. Join us in a lively conversation with Dennis E. Nixon, President & CEO of International Bank of Commerce (Laredo, Texas) & Chairman, International Bancshares Corporation and Eddie Aldrete, Senior Vice President at International Bank of Commerce as we discuss: (1) the need for bankers and the business community to become involved in political issues. From minimum wage and issues that affect small businesses to regulatory issues that directly affect the banking industry, banking and business leaders need to be thought leaders in the public conversation and (2) how bankers can play a pivotal advocacy role in the free trade process.

    Community banks: Their role in political advocacy and supporting local economies across the country
  • Policy, Politics and Regulation (Leaders)
    The rise of ESG in the municipal market

    Will the sector embrace the global trend toward greater transparency?

    July 30
    The rise of ESG in the municipal market th
  • Leaders
    Munis outlook: A roadmap for the second half of the year (CPE)

    Market leaders present their viewpoints on the macroeconomic picture and prospects for the U.S. munis market.

    July 29
  • Leaders
    Video Video The economy, inflation and the Federal Reserve

    Edward Al-Hussainy, senior interest rate and currency analyst at Columbia Threadneedle, will discuss the economy, inflation and the Federal Reserve.

    The economy, inflation and the Federal Reserve
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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.