The wealth management industry continues to grow and evolve. Savvy advisors need to stay up to date on the most relevant trends that affect both their clients and their practices. In this session, our panel of experts will address some of the most controversial and important topics that every advisor needs to know.
The Financial Alliance for Racial Equity (FARE) and the CFP Board Center for Planning collaborated on one such scholarship, Financial Alliance for Racial Equity CFP® Certification Diversity Scholarship, which was created to financially assist seven Black and African American candidates on their journey to becoming a certified CFP® professional.
During this closing keynote session, Stephanie will address a variety of questions relating to the global economy, key market indicators, investing insights on the latest trends, as well as discuss how our industry can facilitate more diversity in investment strategist roles.
Get insight into the current macroeconomic environment and its implications for markets. This informative session will explore why Guggenheim believes the markets’ inflation concerns are overdone, how the Fed’s new framework virtually ensures several years of rates at zero, why investors should own duration and why a strong economy also bodes well for credit. Thoughts on the opening year of the Biden administration and the continuing impact of the COVID-19 pandemic will also be given.
During the recent Advisor Perspectives Thought Leader Summit, two of the industry’s most respected experts shared their best practices and insights on growing and scaling your business with fintech solutions.
The pandemic has driven home the importance of having the latest technology to communicate and thrive in today’s world. Advisors large and small have incredible tech choices that can help them quickly and effectively gain insight on clients and prospects as well as provide them with a host of valuable services. Hear from leading advisor tech providers on the latest tools that every advisor should consider if they want a competitive advantage while building a business for the future.
