In this week's episode, we dive in to #529plans, #AmazonPrimeDay, the evolution of the retirement conference and get a refresher on #QDIAs. Special guests include Strategic Insight's Paul Curley, CFA and Mary Adams, CMP, President of ECG - Meetings, Association Management, Executive Education. And don’t forget insightful comments from The Weekly Pulse #AllStars to wrap up the news:
#Advisory: George Grombacher
#Markets: Oliver Renick, TD Ameritrade and Kevin Kelly, Bloomberg LP
#PersonalFinance: Alessandra Malito and Jacob Passy, MarketWatch
#Legal: David Levine and Kevin Walsh, Groom Law Group, Chartered
#Technology: Natalie Walters, The Motley Fool
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