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13:59
Engaging and Empowering Women Through Financial Planning
Carey Shuffman, Executive Director and Head of The Women's Segment at UBS, discusses the research done by UBS over several years, looking at how involved women are in their financial planning, the importance of involvement, how women can take greater control of their financial planning, and ways Advisors can help.
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12:32
UBS Value Added Partners Differentiated Wealth Management
Harold Elish, CFP®, CPWA® and Kevin M. O'Leary, CFA, CFP®, two of the senior partners at Value Added Partners, discuss what they are hearing from their clients and how they are approaching the management of their practice.