Why Clients Need Help With Family Governance Many clients don't know this area of expertise exists, but they know they need help with it, says Paul Pagnato, whose Pagnato-Karp Group works with UHNW families. Here's how advisors can help clients with family governance.
How Motif Investing Is Targeting Advisors Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.
How Can Advisors Detect Lying Clients? Many of the methods commonly used to tell if someone is lying don't actually work, says Jason Voss of the CFA Institute. Here are some techniques to help financial professionals improve their ability to detect deception.
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Effective use of social media can help advisory firms enhance branding, relate to clients and generate leads for new business, says Joanna Belbey, a social media and compliance specialist for Actiance.
The 13th Annual Closed-End Funds & Global ETFs Forum is the only educational, industry, marketing, and networking event to combine closed-end funds and ETFs. This conference consistently draws over 1,000 professionals every year. Financial advisors, institutional investors, RIAs, private bankers, financial planners, fund and asset managers, analysts, and financial media utilize this forum not only as a resource for sharing and evaluating the latest CEF and ETF products and trends, but also as an interactive platform for enhancing visibility and establishing the right connections.
The 2014 FPA Retreat will be held on May 3 -5 at the Miami Doral Golf Resort.This event is a great opportunity for professionals in the financial planning field to network and learn from industry leaders as they discuss how to influence the future of financial planning. Click here to register: http://fparetreat.org/register
The IMCA 2014 Annual Conference will be held on May 5 - 7 at the Boston Hynes Convention Center. This conference is for advanced professionals, and will provide a wide range of investment insights from reknowned individuals. Click here to register: http://www.imca.org/conferences/imca-annual-conference
The 2014 NAPFA Spring Conference will be held on May 13 - 16 at Grand America, Salt Lake City, UT.
This event was created exclusively for fee-only planners and offers a premier networking and continuing education experience for the top financial planners in the profession.Click here to register: http://www.napfa.org/conferences/login.asp?CONFERENCE_ID=137
The 2014 FINRA Annual Conference will be held on May 19 - 21 at the Renaissance Washington, DC Downtown Hotel.
Securities industry practitioners, peers and regulators will gather at this conference to exchange ideas on timely compliance and regulatory topics. Those who are unable to attend in person can also participate via live broadcast streamed over the Internet. All sessions will be video or audio broadcast live. Online participants receive access to all conference materials, and
The 2014 ICI General Membership Meeting will be held on May 20 - 22 at the Washington Hilton. The meeting will include the 56th Annual General Membership Meeting (GMM), Mutual Fund Compliance Programs Conference, Operations and Technology Conference, and the IDCs Fund Directors Workshop.
These events will bring together the most senior leaders and representatives from diverse areas of the industry and will foster important discussions about serving investors in an evolving world.
The 2014 Pershing Insite Conference will be held on June 4 - 6 at the Westin Diplomat, Hollywood, FL. This is a premier industry event for advisors, and is for home office professionals, RIAs, registered representatives and dually registered advisors alike. The event boasts attendees from more than 20 countries, who will learn about relevant topics facing the financial industry and gain actionable ideas that help them grow their business.Click here to register: http://www.pershing.com/events/insite/register.html
The 2014 Morningstar Investment Conference will be held on June 18 - 20 at McCormick Place, Chicago, IL.The conference features a lineup of leading asset managers, strategists, advisors and executives. Advisors will gain insight on how to maximize income, minimize risk, invest globally, and develop solutions to better serve your clients.Click here to register: http://corporate1.morningstar.com/Morningstar-Investment-Conference/