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.
Upcoming Events › Conference
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 »