Schwab’s decision to move all 2020 conferences to a 'virtual environment' signals changes for the future of industry events—and advisors say they welcome the trend. The main drawback? No 'swag' to bring home to the family.
Michael Kitces and LPL Managing Director Matt Enyedi and Logan Galli, SVP, Business Solutions, meet up in this virtual, two-part video series to discuss what is top of mind to advisors: the CARES Act and reimagining their practices amid COVID-19.
As financial advisor conferences—and the CE credits that go with them—evaporate this year thanks to COVID-19, attendance for virtual replacements is way, way up. Could this be the future of advisor events?
U.S.-based financial planner Hui-chin Chen was in Saint Lucia, where her husband was stationed for work, when the pandemic locked down the country, stranding her abroad. That may seem ideal, but it adds complications as she struggles to stay sane...