Financial planning

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.

Nationwide lockdowns forced banks to close brick and mortar outlets and rely heavily on drive up windows, mobile and online access. BBVA has proven that even in the middle of crisis and chaos, retail still fits into the banks overall strategy.

Axxcess Platform announced Tuesday it will deliver portfolio management technology to HJ Sims.

Vice President, Manager of Municipal Underwriting, Fidelity Capital Markets

JPMorgan Asset Management aims to help financial advisors manage interest risk and duration in their portfolios.

The two Midwest firms combined to expand their fixed-income capabilities amid rising rates.