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Rating:Week In Preview, June 22 - June 28 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 22, 2020

Week In Preview, June 22 - June 28

Reported by Neil Anderson, Managing Editor

Today, the Expect Miracles Foundation team (tagline: "Financial Services Against Cancer") kicks off the second half of their (Social) Distance Challenge. This half, which is a running and walking challenge, runs through this coming Sunday, June 28. (The first half, which ended yesterday, was a biking challenge.)

Frank Heavey
Expect Miracles Foundation
Executive Director
Also today, Impact Shares' Ethan Powell will join the NAACP's Marvin Owens on a webinar for the Association of African American financial Advisors (AAAA).

Today is the due date for petitions of candidacy for the upcoming FINRA board of governors election. One large firm governor and one small firm governor will be elected at Finra's annual meeting of firms, scheduled for August 7.

As of March 9, the Principal Financial Group team (parent of Principal Global Investors) was scheduled to host their 2020 Investor Day tomorrow at the Nasdaq MarketSite in New York City.

Tomorrow, starting at 2pm eastern, the Advisor Perspectives team will host a webcast, titled "A Primer on Defined Outcome ETFs and How RIAs Implement Them in Client Portfolios." The online event, sponsored by Innovator ETFs, will feature remarks from Innovator's Bruce Bond and Graham Day, plus a pair of FAs.

On Wednesday, starting at 2pm eastern, the Broadridge team will host the latest installment in their ESG Webinar Series. This edition is titled "How to get started on your ESG journey."

This week, on the defined contribution side of the industry, the teams at 401JA(k)E, ABC, EBRI, Fi360, and LeafHouse are scheduled to host online events. Our sister publication, 401kWire, has more details

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