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Events

  • Conference In|Vest Europe

    November 15, 2016, London Wealth management is changing dramatically and quickly. Digital platforms significantly advance what tools can be offered to clients. For customers these promise better user experience, more investment options, transparency and lower fees. For firms, they open new markets, address the ‘advice gap,’ and the rising cost of regulation.In|Vest brings together technology and strategy executives from across the wealth management to explore the changes and offer a digital vision of the future.
  • Conference The Women Advisers Forum Chicago

    November 16, 2016, New York City Fostering Growth and SuccessThe Woman Advisers Forum Chicago is dedicated to fostering the growth and success of women in the industry, and bringing you together to network and make the business and intellectual connections that will help you succeed.From start to finish, the Women Advisers Forum is the place for women in the advisory business to gather cutting-edge, valuable insights on how to take their practice to the next level and network with an elite group of senior level financial planners.