Oppenheimer's PAG Conference: Enhancing Client Service through Collaboration

Oppenheimer & Co. Inc., a leading wealth management and investment banking firm, recently concluded its 20th annual Professionals Alliance Group (PAG) Conference. The event, held in New York City, brought together financial advisors, investment managers, and senior leadership from Oppenheimer with Certified Public Accounting firms and other trusted industry partners. The conference aimed to discuss macro trends and strategies to best serve clients, highlighting the power of collaboration and innovation in the financial industry.

The PAG program, established in 1997, has grown into a premier referral and partnership model. It enables accounting firms and other professional services providers to access Oppenheimer's wealth management, capital markets, and investment banking capabilities. This unique model allows CPAs, lawyers, family offices, and other professional services providers to integrate the full scope of Oppenheimer's services, resulting in expanded offerings and a more comprehensive approach to serving clients.

Notably, the 20th annual PAG Conference featured sessions on tax-efficient strategies, showcasing The Power of Oppenheimer Thinking. These sessions focused on tax-exempt fixed income, 1031 exchanges, tax-managed direct indexing, and exchange funds. By exploring these strategies, attendees gained insights into optimizing clients' portfolios and minimizing their tax liabilities. This emphasis on tax efficiency enables accounting firms and other trusted industry partners to deliver more robust, client-centered solutions.

The conference also introduced a new partnership model called the PAG Referral and Partnership Program. This model enables accounting firms and other professional services providers to access Oppenheimer's wealth management, capital markets, and investment banking capabilities. The conference highlighted the success of this model, which has grown into one of the financial industry's premier referral and partnership programs since its inception in 1997.

The PAG program has adapted to the changing macroeconomic landscape and evolving client expectations over the past two decades. Initially focused on wealth management, it expanded to include capital markets and investment banking capabilities. This adaptation enables accounting firms and professional services providers to offer a broader range of services to their clients. The 20th annual PAG Conference underscored Oppenheimer's dedication to advancing these partnerships and exploring new ways to bring value to advisors and clients.

In conclusion, the 20th annual Professionals Alliance Group (PAG) Conference demonstrated Oppenheimer's commitment to enhancing client service through collaboration and innovation. By forging lasting bonds with trusted industry professionals, Oppenheimer empowers its partners to deliver more robust, client-centered solutions. As the financial industry continues to evolve, the PAG program remains at the forefront of setting the industry standard for collaboration and innovation.