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Look Back | Wealth Management and Trust Conference

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Policy expert Bruce Mehlman was among several keynote speakers to deliver timely insights on issues impacting wealth advisors and their clients.

29:39

Video

2021 Washington Update

Bruce Mehlman, founder of Mehlman Castagnetti Rosen & Thomas, presents the latest activities in Washington impacting the wealth management industry and its clients, as well as trends in the marketplace.

Podcasts

Listen to brief interviews from the Marketplace featuring ABA bank members, staff experts and industry thought leaders.

  • From Speakers

From Speakers

  • Account Transfers - Issues and Opportunities

    Wealth Management and Trust Conference | February 24, 2021

    Whitfield Athey from Delta Data and Gauri Sharma from ABA discuss account transfers at the 2021 Wealth Management and Trust Conference

  • What is an Active ETF?

    Wealth Management and Trust Conference | February 24, 2021

    Timothy Coyne and Jim Zurad from T. Rowe Price discuss active ETFs at the 2021 Wealth Management and Trust Conference

  • Cost Matters: Why You Should Care About the Total Cost of Investment Ownership

    Wealth Management and Trust Conference | February 24, 2021

    Paul Lehman from Dimensional Fund Advisors and Gauri Sharma from ABA discuss investment ownership at the 2021 Wealth Management and Trust Conference.

  • Deciding What to Do About ESG Investing

    Wealth Management and Trust Conference | February 24, 2021

    Doug Grim from Vanguard and Velena Beth Berny, CFP from Truist Bank discuss ESG investing at the 2021 Wealth Management and Trust Conference

  • Delivering a Better Front Office Experience

    Wealth Management and Trust Conference | February 24, 2021

    Mike Tropeano, CFA from FIS / Wealth Outsourcing Solutions and Gauri Sharma from ABA discuss front office experiences at the 2021 Wealth Management and Trust Conference

  • Is the Market Asking the Right Questions?

    Wealth Management and Trust Conference | February 24, 2021

    Matthew Bastian from CUSIP Global Services and Ryan Rasske from ABA discuss wealth management and fintech at the 2021 Wealth Management and Trust Conference.

  • Never Fail An OCC Examination!

    Wealth Management and Trust Conference | February 24, 2021

    Jeffrey Cowley from InvestEdge and Dave Coffaro from Strategic Advisory Consulting Group discuss OCC examinations at the 2021 Wealth Management and Trust Conference

  • Opportunities in Real Estate and Preferred Securities

    Wealth Management and Trust Conference | February 24, 2021

    Brian Cordes from Cohen & Steers and Dave Coffaro from Strategic Advisory Consulting Group discuss real estate opportunities at the 2021 Wealth Management and Trust Conference

  • Philanthropic and Family Office Solutions

    Wealth Management and Trust Conference | February 24, 2021

    Darren Berkowicz from SS&C Innovest, John B. Bingham from SS&C Innovest and Dave Coffaro from Strategic Advisory Consulting Group discuss office solutions at the 2021 Wealth Management and Trust Conference

  • Portfolio Construction Solutions

    Wealth Management and Trust Conference | February 24, 2021

    Solon A. “Bud” Person from Federated Hermes and Gauri Sharma from ABA discuss portfolio construction solutions at the 2021 Wealth Management and Trust Conference

  • Simple Disruption

    Wealth Management and Trust Conference | February 24, 2021

    Dani Fava from Envestnet and Ryan Rasske from ABA discuss disruption at the 2021 Wealth Management and Trust Conference

  • Tax Policy in a Democratic Washington

    Wealth Management and Trust Conference | February 24, 2021

    Jim Febeo from Fidelity Investments and Phoebe Papageorgiou from ABA discuss tax policy at the 2021 Wealth Management and Trust Conference

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Keep Me Informed

Get updates on the Wealth Management and Trust Conference as we develop this year's program. Contact Kim Chancy if you have any questions. 

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