Featuring ETF experts, the big-name investors and trend makers, Inside ETFs features the industry’s most robust speaking faculty. This year’s lineup features Alex Rodriguez, Bob Doll, John Mauldin, Kevin O’Leary, Dennis Gartman, Denise Shull and many more. Beyond the critical macro insights Inside ETFs offer, attendees will engage in actionable conversations around portfolio strategies with leading ETF institutions and ETF advisors.Find out more »
A comprehensive directory of upcoming events and conferences for financial advisors, planners and wealth managers.
The leading practice management and technology conference for independent and hybrid financial advisors. Produced by Joel Bruckenstein and friends on an annual basis, advisors will emerge with timely information and insights on how to build a more efficient and profitable business.Find out more »
FINRA's premier event—this conference provides the opportunity for practitioners, peers and regulators to exchange ideas on today's most timely compliance and regulatory topics. The conference offers industry professionals a variety of sessions related to current trends in technology, cybersecurity, risk management and much more.Find out more »
AICPA ENGAGE presents thought leaders, technical specialists, entrepreneurs, innovators and influencers for FOUR DAYS of fresh ideas, breakthrough presentations and workshops to open the doors of possibility for you and your firm. No matter your area of specialization — accounting, auditing, financial planning, law, marketing, practice management, tax or technology — you’ll rub shoulders with the best minds in the profession and leave confident, prepared and motivated to drive growth, enhance client service and make new connections across an amazing…Find out more »
Join the best and brightest minds of the next generation of financial planners at the annual FPA NexGen Gathering Friday, June 23 - 25, 2017 at North Central College in Naperville, IL . This event provides an opportunity to discuss hot topics and trends facing the future of the financial planning profession and a chance to get to know your peers, colleagues and the FPA leadership in an intimate and free-flow setting.Find out more »
The agenda under development currently includes using the: “Voice of the Client” to guide your Enhanced Data Gathering View Across the Silos℠ to develop your Reasons for Recommendations Procedural Prudence map℠ to benchmark Reasonable Compensation As well as: Contingent Decision making in retirement planning models What is good retirement planning judgement and how can advisors develop it? Trending retirement planning research topicsFind out more »