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Events

  • Conference Disrupt|Advice 2017

    September 12-13, 2017, New York City Wealth management is changing rapidly, and those advisers that will succeed in the long run are those who embrace, prepare for and readily adapt to change. This new, two-day event will focus on the myriad forces that are disrupting the world of financial advice, from digital platforms and tools, pricing pressures, regulatory pressures, innovations in practice management, demographic changes, as well as new asset classes and investment vehicles that are attracting attention.
  • Conference In|Vest

    July 11-12, 2017, New York City IN|VEST 2017: INNOVATIONS IN INVESTING, SAVING AND ADVICE:Wealth management is increasingly technology driven—with new user interfaces, account aggregation, artificial intelligence and regulatory changes driving progress for those at the leading edge.In|Vest brings together technology and strategy executives from across the entire wealth management community to explore the digitalization of the wealth management market.