Financial Planning
Financial Planning

Live Today in Leaders: How financial advisor independence is changing

FP_LiveToday_052924

LIVE TODAY

DISRUPTION AND INNOVATION

Livestream promo image

How financial advisor independence is changing

May 29th at 12:30 pm EST

Rapid consolidation of registered investment advisory firms, shifting forms of affiliations with brokerages, and other giants of the wealth management industry are changing how financial advisors go independent. Join planners Kevin Thompson and Shannon Spotswood on the key trends shaping new definitions of advisor independence.

RSVP

You’re receiving this email because you signed up for Community emails from Financial Planning.

If you no longer wish to receive these emails, you can opt out here.

To update the emails you want to receive or to unsubscribe, please visit our Email Preference Center.

Arizent
One State Street Plaza, 27th Floor 
New York, NY 10004

About  |  Subscriptions  |  Contact  |  Privacy Policy

Have questions or concerns? Contact Support

Follow us in real time: 

Prev Newsletter Next Newsletter