Events

  • Conference In|Vest

    July 10-11, 2018, New York City The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges. Now in its fourth year, In|Vest 2018 will bring together the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, and consultants to debate and uncover the solutions that are working today, and on the horizon.
  • Conference FA Development Summit: Retire Smart as an Adviser

    September 18, 2018, Philadelphia, PA Retirement can be a challenge for many FAs. Advisors have many paths they can take including deciding when is the right time to exit the industry, identifying the right buyer for their practice as well as how to develop and implement a transition plan that will keep their clients and employees well served through the change.This event will help FAs better understand the different options that are available to them when they retire from the financial services industry, how to structure their practice to enhance client service, thus maximizing its value. FAs will also hear firsthand from advisors who are actively optimizing their practice’s structure to get the most out of what they built.
  • Event XY Planning Network LIVE

    September 23 — September 26, 2018, Union Station Hotel, St. Louis Learn from some of the best in the industry, discover new technology and get help tailored for your business.
  • Event FPA Annual Conference

    October 3 — October 5, 2018, Hyatt Regency Chicago, Chicago The Financial Planning Association's annual conference focuses on sharing practical strategies, tactics and knowledge designed to help advisors take immediate action when they return to the office.
  • Event NAPFA Fall National Conference

    October 15 — October 18, 2018, Sheraton Philadelphia Downtown Hotel, Philadelphia The annual fall conference for the National Association of Personal Financial Advisors.
  • Event T3 Enterprise Conference

    October 22 — October 24, 2018, Cosmopolitan Hotel, Las Vegas An annual gathering of CEOs, CTOs, COOs, CCOs from broker/dealers, OSJ branch offices, large RIA firms, advisor networks and other financial services firms interested in discovering the best technology and enterprise solutions.
  • Conference In|Vest West

    December 6-7, 2018, San Francisco The digital transformation of the wealth management industry is happening quickly. The industry’s largest players are swiftly adapting to meet ever-increasing customer expectations, and the rest of the field striving to keep pace. Behind the scenes, many firms are increasing technology investments and increasing headcount in an effort to drive growth, but margins remain under pressure. In|Vest West will explore all the dynamics at play—from front to back office—and the technologies that are shaping the future of the firm.