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Events

  • Conference FA Development Summit: Adding an Adviser

    August 24, 2017, Houston, TX Have you thought about joining an existing practice or are looking to expand your team and grow your business by adding financial advisers? If so, you should plan on attending On Wall Street’s “FA Development Summit: Adding an Adviser.” This summit will grant you access to the latest marketing and recruiting trends in the industry, as well as practical knowledge that’ll assist you in making smart growth decisions.
  • Conference Disrupt | Advice 2017

    September 12-13, 2017, New York City Wealth management is changing rapidly, and those advisers who 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.