Videos & Podcasts

The difference a quality job makes

How can quality jobs reduce inequalities? Sarah Bratton Hughes at Schroders lays out the concept and Ana Herzog joins the podcast from Brazilian retail giant Magazine Luiza (also called Magalu), which implemented a bold strategy to increase the number of Black Brazilians in its upper management. Read More

Ransomware risk should spark policies and planning

Wealth management businesses are easy targets for ransomware attacks, and if they're hacked, firms could end up having to pay ransom to free their data and avoid reputational risk and even more trouble. Nicole and Sean ask experts what advisers need to do to protect their businesses and what regulators expect from advice firms. With the rate of ransomware scams increasing by 300% in 2020, is your firm prepared? Read More

Shareholder engagement succeeds in pushing corporate changes

The transition to a more sustainable economy will drive financial returns for the next few decades, said Julie Gorte of Impax Asset Management. And biodiversity is the next big risk for investors. Read More

Leveraging online trading to bolster financial literacy

Sruthi Lanka, CFO of online trading app Public.com, talks about how the platform works to build financial literacy among its customers and why it decided to move away from relying on payment for order flow. Read More

Upcoming Events

Events

RPAs should always have one eye on building maximum enterprise value. Every advisor either sells or retires from their business eventually. Regardless of which path is chosen or when the event takes place, RPAs need to fully understand the key drivers of enterprise value and how to positively impact each. Join the second RPA Valuation Workshop, Sept. 9,  2:00-5:00 PM ET,  to gain key insights on the execution strategy.  Hosted by InvestmentNews’ RPA Convergence and Fred Barstein, CEO of TRAU, and led by Dick Darian, CEO and founder of the Wise Rhino Group, this workshop is a great opportunity to hear from some of the major buyers as well as other RPAs.

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September 9, 2021

Events

Please join us as we celebrate our 2021 and 2020 winners and finalists at an in-person awards event on September 21 in New York City.

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September 21, 2021

Events

The RPA Convergence Think Tanks bring together select leaders from across the Retirement Plan Adviser community. Each event looks to accelerate the growth and evolution of the retirement plan world. We have four events planned for this year, which will gather CEOs and principal executives from across the industry.

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September 22, 2021

Webcast

Caregiving in the Longevity Economy

This final of a three-part series in collaboration with MIT's AgeLab will focus on the importance of healthcare and caregiving in the new longevity economy.

Register today!

Tuesday, August 17, 2021
4-5pm ET

Webcast

What Is The IRS Doing With RMDs?

This special webcast with IRA expert Ed Slott will break down what the IRS has said, and what advisers and clients need to know going forward.

Available now!

Thursday, June 24, 2021
1-1:30pm ET