I’ve had Yogi Berra’s famous quote “"It's déjà vu all over again” stuck in my head all week. Not because I’m working from my hometown of Sacramento; not because I’m growing increasingly baseball crazy with my San Francisco Giants still in first place; and not because there’s a trailer for a new Matrix movie 18 years after I obsessively rewatched a grainy preview for “Matrix Reloaded” I downloaded from Kazaa. (Although all these things are true.)
Unfortunately, it’s because I’m thinking back to the spring of 2020, when the coronavirus first started shutting everything down. After plenty of optimism in early 2021, several of the industry’s biggest conferences are now eliminating in-person components, delaying until 2022 or cancelling altogether.
It all just feels so familiar. Cancelling plane tickets. Deleting events from the Google calendar. And we still have financial advisors getting in trouble with Zoom mishaps. Thought we’d at least have that figured out by now.
We’re optimistic that the INVEST CONNECT wealthtech conference still has the greenlight for an in-person gathering in November. Check out our lineup up of speakers and sessions, and let me know if you’re planning to attend. I can’t wait to see some of you again in person. | | Ryan Neal
Technology Editor, Financial Planning
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| By Ryan W. Neal 3 min read | The firm cancelled plans for in-person receptions across 10 cities. Read story → |
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| | | By Cynthia Fernandez 2 min read | She was previously president of Ally Invest and, before that, a managing director at TD Ameritrade. Read story → |
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| | | By Lynnley Browning 4 min read | The Salt Lake City broker-dealer, under scrutiny by regulators over its exorbitant fees and seizure of client money, lost a court battle seeking to force regulator FINRA to deal with it in person. Read story → |
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| | | By Tobias Salinger 2 min read | Financial advisor Andre Jean-Pierre dropped his broker-dealer with big plans for his burgeoning group of followers on Twitter and Clubhouse. Read story → |
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| | | By Olga Kharif and Joanna Ossinger 3 min read | The regulator filed a Wells notice, riling the CEO of the country's largest cryptocurrency exchange. Read story → |
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