CNBC announces financial advisor summit to tackle 2025 challenges

On December 3, 2024, CNBC announced its upcoming Financial Advisor Summit, titled Positioning for 2025, set to take place online on December 10. The event will feature a range of industry experts and thought leaders discussing the latest trends and strategic insights relevant to investment advisors. Discussions will focus on how advisors can better serve their clients while preparing for the economic changes anticipated in 2025. Key topics include navigating Federal Reserve policies, understanding the incoming administration's economic agenda, and tracking advancements in technology and investment strategies. The summit is expected to draw attention from financial advisors facing unique challenges and opportunities as they prepare for the coming year. Experts will help attendees address the uncertainties of the financial landscape and empower them to foster growth in their practices. The discussions will be led by prominent CNBC personalities, including Dominic Chu and Kate Dore, alongside renowned industry speakers such as Marianela Collado and Helima Croft, among others. This event comes at a time when financial advisors are likely entering the new year with significant questions regarding market trends and regulatory changes. CNNB recognizes that understanding market dynamics has become increasingly complex for advisors who must stay informed to provide their clients with the best financial guidance possible. The involvement of leading experts will provide a platform for knowledge sharing and collaboration, which is crucial in a dynamic financial environment. Moreover, the summit has been approved for 2 CFP Continuing Education Credits, highlighting its relevance and importance to professional development in the field of finance. Participants can expect to gain insights that will enhance their abilities to serve clients effectively. As the summit approaches, interested financial advisors will be encouraged to register online and take advantage of this opportunity for professional growth and networking. The event not only aims to inform but also seeks to create a community of advisors ready to tackle the challenges of the upcoming year head-on.