Leaders is a forum that brings together innovators and senior voices to share their leadership experiences and perspectives on today’s most pressing topics.

Upcoming Livestream

Phil Waxelbaum, a longtime industry recruiter, talks about what large firms can do and are doing to remain attractive to long-standing advisory teams with sizable sums under management.

Paul Vincent

Commerce Bank Executive Vice President Scott Colbert joins us for a discussion of what to expect in 2024.

Leadership & the Workplace
Emerging Technology
Highlighting Wealth Management
How to Build Healthcare into Clients' Retirement Planning

Bank of America's Ben Storey knows how many retirees forget to plan for health care costs. Here's how financial advisors can help.

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Charting the path toward a universal standard for financial prosperity.

The case for wealth management-accounting partnerships in a tough economy

How partnerships — particularly those between financial advisors and CPAs — can benefit firms and clients in a time of hypercompetition in the wealth management industry.

How to make your succession plan a success

For business owners, a maze of financial and emotional challenges can stand between their practice and the future. Bluespring chairman Stuart Silverman and president David Canter shows us how to get there.

FP Rising Stars: Early career planning professionals advancing the industry

In an event led by two respected RIA thought leaders, FP recognizes a half dozen people whose talent and accomplishments have them poised to advance the planning profession. What are the key factors shaping the industry's future?

A conversation about behavioral finance with Shaping Wealth's Brian Portnoy

Behavioral finance is increasingly influencing how wealth managers serve their clients. How is the field evolving, and what are the freshest insights?

How brokers and brokerages are changing, not going away

The presidents of two RIAs that use outside broker-dealers discuss how independent wealth managers are morphing in an effort to keep up with a fast-changing industry. Where do brokers fit in the future of wealth management?

Clients won't come to you: The vital role marketing plays for RIAs

Meg Carpenter, founder and CEO of FiComm partners, discusses the difficulties RIAs have in marketing themselves, the ways in which these entrepreneurs can build on their strengths to reach clients, and how to harness technology to boost their own profiles.

August 30
Making sense of ESG investing

A welter of benchmarks and indexes makes it hard for retail investors and financial advisors to know exactly what they’re buying

July 25
The data behind ESG rankings: How to make investment decisions backed by numbers

As more investors look to make portfolio allocations based on their values, we explore what ESG ratings can do — and what they can't.

Strategic planning: The health and wealth connection

There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health? So how can the financial planning industry innovate health and wealth management in the post pandemic era? Join Tobias Salinger, Chief Correspondent at Financial Planning as we explore these issues with Maria Elena Lagomasino, CEO & Managing Partner of We Family Offices and Carolyn McClanahan, Founder of Life Planning Partners.

The wealth management business is undergoing considerable transformation. The pandemic has created a new breed of investors, with distinct expectations and tastes formed by new technology and having lived through the financial crisis. This has resulted in new industry standards in terms of how advice and investment products are given. Join Tobias Salinger, Chief Correspondent at Financial Planning as he explores the state of the industry and the trends that will impact wealth management with Erinn Ford, Executive Vice President of Advisor Engagement at Advisor Group and Debra Shannon, Chief Compliance Officer and Co-Founder of Veritas Independent Partners.

Risk management for the future How advisors can bring value to their clients.mp4

Financial advisors have a variety of objectives in working with their investment-planning clients. But when all is said and done, clients are usually mainly interested in a successful road map to growing and protecting their wealth to and through retirement. Risk management is a crucial part of that plan and how wealth managers can bring value to clients. In this session Michael Moriarty, Chief Investment of Wealthspire and Rick Bookstaber, Founder & Head of Risk of Fabric will discuss how investors and markets are changing and how advisors can position themselves to excel in this new landscape.

Join Financial Planning’s Editor-in-Chief, Chana Schoenberger, Chief Correspondent Tobias Salinger, industry luminary Mark Tibergien and financial advisor Dasarte Yarnway as they discuss the profound changes the financial advisory sector is undergoing.

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

July 30

Industry experts weigh in on the future of wealth management.

July 29

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

July 29
What financial institutions need to be telling women about their finances

Women in the United States have a lot in common when it comes to managing their money. They prioritize financial stability and nearly half equate negative emotions with financial planning - far more than men. Join Financial Planning’s Lynnley Browning and Jennifer Barrett, Acorns’ Chief Education Officer as they discuss and explore how financial institutions can better engage with women and help them create a new model of wealth.

Disruption & Innovation
Policy, Politics & Regulation