Uncommon Knowledge® is the nation’s preeminent conference for the Active Investment Manager. With a wide variety of speakers and panelists, plus plenty of networking opportunities, it’s no wonder that this conference has been around for more than 20 years. You won’t want to miss these 3-4 days packed with information on trading techniques, risk management and investment management strategies, not to mention the latest in technology and marketing tips to run your practice. LEARN MOREFind out more »
A comprehensive directory of upcoming events and conferences for financial advisors, planners and wealth managers.
Join the Investments and Wealth Institute for this industry-acclaimed conference packed with the latest on investments and wealth management. With sessions led by national thought leaders and six key tracks for learning, earn up to 24 live and online Institute continuing education (CE) hours. LEARN MOREFind out more »
One needs only to speak with past attendees for a few moments to recognize that they view FPA Retreat as a genuinely unique experience in the world of professional events. The secret, they say, is deeper than the session content or the location, and lies in its spirit. LEARN MOREFind out more »
Digital Wealth is the only forum bringing together wealth and asset managers to discuss digital transformation and emerging technologies that help better serve your high net worth clients. Learn from the most innovative asset and wealth management firms around how they’re tackling on digital transformation. With in depth presentations, interactive sessions, and tons of networking, you’ll not only learn from digital innovators but make valuable new connections along the way. Learn moreFind out more »
Announcing Advisor Conference 2019 This year’s conference is being held at the beautiful Wellspire Center in Nashville, Tennessee on May 16th and 17th. Every year, our conference agenda is composed of some of our brightest minds and biggest producers. Every year we bring them together so they can share their most cutting-edge campaigns, strategies, and best practices. This year’s agenda will be designed to help you modernize, grow, and thrive in the 2020’s With topics spanning targeting, digital marketing, synergistic…Find out more »
The M&A wave is continues to crest. Advisors are more worried about the mobile experience they offer than about threats from digital advice platforms. Behavioral finance tools are top of mind, and budget. AI to spur digital engagement is the new “must have” feature. And of course there are suggestions of economic headwinds that could change all of this.And while many things are changing in the industry, some things aren’t. In|Vest NYC remains committed to bringing together the entire wealth…Find out more »