After a year of disruption in wealth management — widespread working from home, virtual meetings between financial advisors and their clients, volatility in the stock market — the world will hopefully begin recovering later this year. Many of the trends the pandemic in finance accelerated may be here to stay. Catherine Keating brings us her dispatches from the front lines of financial advice. Join us to hear about:

Where is wealth management headed in a post-pandemic world?
What can wealth management do to help Americans fight student debt, underfunded retirement plans, and the difficulties of saving?
How can we increase diversity among wealth managers while serving an increasingly diverse population of investors?
How can we invest in a low-interest-rate environment?

Articles You May Like

Crispin Odey urged woman he groped at work to downplay incident to FCA
Take the Fed forecast with a grain of salt. It has a terrible track record
3 financial tips for couples moving in together for the first time
Lawyer who laundered $400M from OneCoin scam denied new trial: Report
Ahead of FOMC, all eyes on SEP