Wealth management is changing dramatically as the industry’s traditional leaders and new players bring enhanced offerings—both front end and behind the scenes, to retail customers and advisers. These new platforms offer better user experience, more investment options, transparency and reduced fees. In|Vest brings together technology and strategy executives from across the entire wealth management community to explore the changes in the market and offer a digital vision of the future. Now in its third year, In|Vest has grown to be…Find out more »
A comprehensive directory of upcoming events and conferences for financial advisors, planners and wealth managers.
Upcoming Events › Conference
The XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Generation X & Generation Y clients. Founded in 2014 by Michael Kitces and Alan Moore to help bring financial planning advice to the next generation of clients.Find out more »
Wealth management is changing rapidly, and those advisers that will succeed in the long run are those who embrace, prepare for and readily adapt to change. This new, two-day event will focus on the myriad forces that are disrupting the world of financial advice, from digital platforms and tools, pricing pressures, regulatory pressures, innovations in practice management, demographic changes, as well as new asset classes and investment vehicles that are attracting attention. Disrupt|Advice will be the one forum that will…Find out more »
FINRA's Advertising Regulation Conference provides a forum to hear about practical guidance on complying with advertising rules and new developments involving the communications rules, and the opportunity to gain guidance on the advertising standards from industry and FINRA experts. This year’s conference includes opportunities to network with industry peers and meet one-on-one with Advertising Regulation Department staff during office hours.Find out more »