Leaders — interactive, immersive, insightful content Interactive forums, immersive content, insightful ideas
| | | | November 1st at 12:00 pm ET | Two tax experts share the key strategies for financial planners and tax professionals to discuss with clients in the fourth quarter. | | RSVP |
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| POLITICS, POLICY AND REGULATION | |
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| | November 2nd at 2:00 pm ET | 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. | | RSVP |
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| | | LEADERSHIP AND THE WORKPLACE | |
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| | The founder of an ETF that tracks all American public companies with female CEOs sits down to discuss why it matters if a company has a woman as CEO. | | WATCH |
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| POLITICS, POLICY & REGULATION | |
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| | The first half of 2023 has seen markets steady, inflation subside and fears of a recession lessen. What does the rest of the year hold, and how should it impact investment decisions? | | WATCH |
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| LEADERSHIP AND THE WORKPLACE | |
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| | Join us for a talk with Jennifer Povlitz, Division Director of U.S. Wealth Management at UBS, for a conversation on the state of talent recruiting in the industry and what firms are doing to win advisors. | | WATCH |
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| LEADERSHIP AND THE WORKPLACE | |
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| | Veteran recruiter Jodie Papike shares the questions that every independent financial advisor should ask before joining an OSJ. | | WATCH |
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