Special Program Root Tag

Independent broker-dealers can find examples for how best to serve, hire, support and promote a historically underrepresented group after a year marked by hate.

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.

Experts and leading practitioners are looking at ways to mitigate the possible affect of the legislation from a tax perspective.

Find all of the data from FP’s annual survey of the industry and ranking of firms by yearly revenue.

Despite smaller growth amid the coronavirus last year, FP’s 36th annual survey revealed the significant level of business raked in by 46 wealth managers.

The delicate balance between the No. 1 IBD and its ‘critical clients’ is evolving as the industry changes.

Will the sector embrace the global trend toward greater transparency?

Executives from Alliance Bernstein, Edward Jones and Kasisto discuss best practices and ways to improve the client experience.

The chairman-elect in 2022 is preparing to deal with the changes that come with a new presidential administration.

Industry experts weigh in on the future of wealth management.

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

A conversation with Penny Pennington, manager partner at Edward Jones.

Join the newly appointed executive for a look at the changes happening at the online financial services company and broader fintech industry.

Two-thirds of advisors agree that technology is key to serving more clients and driving growth, and will significantly change advisory practices in the future.

According to Financial Planning’s 2021 Tech Survey, large firms are ramping up spending while smaller firms are keeping budgets modest. Are they starting to fall behind?

Andrew Tasnady shares insights from FP’s annual pay survey and how he expects the grids to shift in the future.

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