Learn from some of the best in the business. From keynote speakers to panelists, our roster of industry heavyweights are here to share their hard-earned wisdom with you. XYPN LIVE is your chance to connect with like-minded financial advisors, get inspired, and leave with a shot of adrenaline to boost your business. Discover cutting-edge technology. Love it or hate it, technology is crucial for running a successful RIA. To encourage innovation of business-to-business solutions in our industry, we host an annual FinTech…Find out more »
A comprehensive directory of upcoming events and conferences for financial advisors, planners and wealth managers.
FSI Forum is an in-depth, issues-focused educational conference that includes both advisor-focused and firm executive-focused sessions, built by and for our members. At FSI Forum 2018, you will network and engage with your peers from across the independent financial services industry, in thought-provoking sessions and discussions focused on the hottest issues facing advisors and executives. Sessions will cover a variety of topics that will help you grow your business and serve your clients better than ever before. Visit event pageFind out more »
Join the Movement that’s Helping Thousands Reach Millions with a Positive Money Message On September 26-29, 2018, an energetic community of money media nerds will descend on Orlando, FL for a time of connecting and learning. FinCon is for personal finance and investing digital influencers - and their fans, too! At the annual event each Fall, attendees connect with others in the community, learn to create, promote, and profit from compelling online content, and discover new trends in personal finance…Find out more »
This summit will address the most talked about issues that might impede an open market for advisor assets like the DOL rule and Broker Protocol. We will look at how technology is fueling the rapid growth of the Indy movement on the one hand and challenging advisors through Robo-Advice platforms on the other. We will address the issues that touch every registered rep like advising clients in turbulent times, growing a business through acquisition, and sorting out whether brokers can…Find out more »