Upcoming Events http://wealthmanagement.com/events en WEBINAR: Using Online Monitoring As a Long-Term Social Media Strategy http://wealthmanagement.com/webinar-using-online-monitoring-long-term-social-media-strategy-0 <div class="node-body event-body"></div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">On Demand Webinar</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+%2C+%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> Is anyone out there listening? To your message? To your competitors? How are advisors using social media to research products--if at all? And what are advisors really saying about mutual funds...insurance products...and clearing firms?</p> <p> Online and social media monitoring--or eListening&trade;--is a revolutionary online monitoring program that delivers valuable insights your business can utilize to more effectively compete on the Web--while helping you keep abreast of the latest trends in the financial industry. In this Webinar, we&#39;ll explain how eListening&trade; allows financial organizations to accurately measure their brand, competition, influencers and audiences across the Internet.</p> <p> Attend this complimentary Webinar and you&#39;ll learn:</p> <ul> <li> How eListening&trade; can benefit your business.</li> <li> What tools and resources can be utilized for online monitoring.</li> <li> Ways online business intelligence can provide value across your organization.</li> <li> Case studies and best practices.</li> </ul> </div> <div class="og_rss_groups"></div> http://wealthmanagement.com/webinar-using-online-monitoring-long-term-social-media-strategy-0#comments Tue, 24 Apr 2012 16:40:00 +0000 17911 at http://wealthmanagement.com Strategic Real Estate Investment Conference http://wealthmanagement.com/strategic-real-estate-investment-conference <div class="node-body event-body"><p>A Full-day Event Exploring Portfolio Diversification Through Opportunistic And Alternative Investments</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">New York City</span> <div class="street-address"> 1290 Avenue of the Americas, 5th Floor </div> <span class="locality">New York City, New York 10104</span>, <span class="region">NY</span> <div class="country-name">United States</div> <span class="geo"><abbr class="latitude" title="40.760723">40° 45' 38.6028" N</abbr>, <abbr class="longitude" title="-73.979536">73° 58' 46.3296" W</abbr></span> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=40.760723+-73.979536+%281290+Avenue+of+the+Americas%2C+5th+Floor%2C+New+York+City%2C+New+York+10104%2C+NY%2C+%2C+us%29">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> <font size="5">A Full-day Event Exploring Portfolio Diversification Through Opportunistic And Alternative Investments</font></p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/strategic-real-estate-investment-conference" target="_blank">read more</a></p> http://wealthmanagement.com/strategic-real-estate-investment-conference#comments 40.760723 -73.979536 Mon, 14 May 2012 16:06:00 +0000 19611 at http://wealthmanagement.com Webinar : Found Online! How to Get Your Target Audience to Find Your Website http://wealthmanagement.com/webinar-found-online-how-get-your-target-audience-find-your-website <div class="node-body event-body"><p>Google is the new Yellow Pages so you need to learn how to make sure your website is being found and used by both your existing clients and new prospects. Your Online Marketing Plan: Do you have one? Have you thought about it? Having a solid game plan, both for marketing and for client contact, can make the difference between a successful practice and a faltering one.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Webinar</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+%2C+%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> <b>Live Webinar:</b></p> <p> Tuesday January 22nd<br /> Live: 4:15pm ET / 1:15pm PT</p> <p> Google is the new Yellow Pages so you need to learn how to make sure your website is being found and used by both your existing clients and new prospects.</p> <p> Your Online Marketing Plan: Do you have one? Have you thought about it? Having a solid game plan, both for marketing and for client contact, can make the difference between a successful practice and a faltering one.</p> <p> Join us and learn:</p> <ul> <li class="style8"> How to build a strategy that will get visitors coming to your website</li> <li class="style8"> How to get found on Google</li> <li class="style8"> What are prospects and clients looking for online</li> <li class="style8"> What words your target audience are searching for</li> <li class="style8"> How to track whether the efforts of your internet marketing strategies are paying off</li> <li class="style8"> Various approaches and techniques when establishing an online presence.</li> </ul> <h3> Keynote Speakers</h3> <p> <img alt="" src="/site-files/wealthmanagement.com/files/uploads/2013/01/bart-headshot.jpg" style="width: 72px; height: 90px; float: left; margin-left: 5px; margin-right: 5px;" /><strong>Bart Wisniowksi</strong><br /> CEO<br /> AdvisorWebsites.com</p> <p> &nbsp;</p> <p> <img alt="" src="/site-files/wealthmanagement.com/files/uploads/2013/01/jason-headshot.jpg" style="width: 72px; height: 90px; float: left; margin-left: 5px; margin-right: 5px;" /><strong>Jason Lindstrom</strong><br /> Managing Partner<br /> AdvisorWebsites.com</p> <br /> <div class="button-link"> <div align="left"> &nbsp;</div> <div align="left"> <a href="http://w.on24.com/r.htm?e=561615&amp;s=1&amp;k=CADB992E97158322B986F0DB97554706&amp;partnerref=wmhottopics">REGISTER NOW</a></div> </div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/webinar-found-online-how-get-your-target-audience-find-your-website" target="_blank">read more</a></p> http://wealthmanagement.com/webinar-found-online-how-get-your-target-audience-find-your-website#comments Fri, 11 Jan 2013 21:06:00 +0000 241521 at http://wealthmanagement.com Implications of the Fiscal Cliff Deal on Giving to Education http://wealthmanagement.com/implications-fiscal-cliff-deal-giving-education <div class="node-body event-body"><p>Charitable giving expert Robert Sharpe outlines the provisions of the American Taxpayer Relief Act of 2012 and their potential impact on giving to colleges, universities and independent schools.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Online</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+%2C+%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> On Jan. 2, President Obama signed the American Taxpayer Relief Act of 2012 into law. The new law, enacted to avert the &ldquo;fiscal cliff,&rdquo; preserves the charitable deduction, permanently extends the estate tax and retroactively extends the IRA charitable rollover through 2013.</p> <p> During this webinar, charitable giving expert Robert Sharpe outlines the provisions of the American Taxpayer Relief Act of 2012 and their potential impact on giving to colleges, universities and independent schools.</p> <p dir="ltr"> Benefits of Attending:</p> <ul> <li> <div> Review the specific provisions in the law affecting giving to education.</div> </li> <li> <div> Learn how the law&#39;s provisions will impact charitable giving.</div> </li> <li> <div> Discuss whether lawmakers will consider proposals to cap or limit the charitable deduction<br /> in 2013.</div> </li> </ul> <div> <p> <strong>Registration Fees</strong><br /> Fees are per location, not per person; invite all key staff to participate for one low cost. Included with your registration are handouts of the presentation.</p> <p> $195, CASE members; $325, Nonmembers</p> <p> All you need is a phone and a separate Internet connection! Streaming audio (through your computer speakers) is also available. Registrants receive two free views of the online archive of this event.</p> <p> <strong>Can&#39;t attend at the scheduled time?</strong><br /> You can watch this seminar any time on your computer when you purchase a recording of the event, available through the CASE Store.</p> </div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/implications-fiscal-cliff-deal-giving-education" target="_blank">read more</a></p> http://wealthmanagement.com/implications-fiscal-cliff-deal-giving-education#comments Thu, 14 Feb 2013 17:18:00 +0000 252911 at http://wealthmanagement.com SIFMA Compliance and Legal Society Annual Seminar 2013 http://wealthmanagement.com/sifma-compliance-and-legal-society-annual-seminar-2013 <div class="node-body event-body"><p>SIFMA's Compliance &amp; Legal Society Annual Seminar is the premier event that features more than 60 dynamic and informative panels! Don't miss your opportunity to engage with leading industry experts, discuss the latest regulatory developments and industry trends. Speakers include: Preet Bharara (SDNY U.S. Attorney), SIFMA CEO, Richard Ketchum (FINRA) and CFTC Commissioner O’Malla</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">JW Marriott Desert Ridge </span> <span class="locality">Phoenix</span>, <span class="region">AZ</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Phoenix%2C+AZ%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p style="margin-left:27.0pt;"> SIFMA&#39;s Compliance &amp; Legal Society Annual Seminar is the premier event that&nbsp;features more than 60 dynamic and informative panels! Don&#39;t miss your opportunity to engage with leading industry experts, discuss the latest&nbsp;regulatory developments and industry trends.&nbsp;Speakers include: Preet Bharara (SDNY U.S. Attorney), SIFMA CEO, Richard Ketchum (FINRA) and CFTC Commissioner O&rsquo;Malla</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/sifma-compliance-and-legal-society-annual-seminar-2013" target="_blank">read more</a></p> http://wealthmanagement.com/sifma-compliance-and-legal-society-annual-seminar-2013#comments Legal Mon, 11 Mar 2013 19:29:00 +0000 260341 at http://wealthmanagement.com CFA Institute Conference: Wealth Management 2013 http://wealthmanagement.com/cfa-institute-conference-wealth-management-2013 <div class="node-body event-body"><p>Strategies for Private Clients</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">The Westin Boston Waterfront </span> <span class="locality">Boston</span>, <span class="region">MA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Boston%2C+MA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> In today&rsquo;s challenging investing climate, private clients are understandably anxious.</p> <p> Uncertainty is about the only thing markets seem to deliver with any consistency, and there are few silver bullets left that can dramatically and safely increase portfolio returns. But even so, wealth managers can set themselves apart by offering proactive and insightful guidance to clients and investing in the skills that nurture long-term relationships.</p> <p> No matter what the market conditions, honest and transparent communications, dependable expertise and objectivity offered when it&rsquo;s needed most, and skillful navigation of client emotions are the habits that build trust and lay the foundations for the kinds of valuable relationships that will make your practice profitable for years to come.</p> <p> With an increased focus on understanding client behavior and successfully managing client relationships in this economic climate, Wealth Management 2013 features rigorous sessions on private-wealth strategies and tools: building effective wealth-management plans, constructing state-of-the-art portfolios, navigating new risks, using alternative assets and new global fixed-income sectors, and building loyal client networks. Renowned experts, practitioners, and thinkers will translate recent market developments into actionable strategies and offer insights useful for wealth managers&nbsp;at any level.</p> <p> Attendees will:</p> <ul> <li> Gain a better understanding of the current global macroeconomic environment as the backdrop for the development of fixed-income strategies</li> <li> Enhance their asset and risk allocation processes for global fixed-income investment and better understand the roles of the fixed-income sector in the total portfolio</li> <li> Learn about new credit analytics used for a wide range of fixed-income sectors and securities</li> <li> Explore current best practices in portfolio construction and risk management for global fixed-income portfolios</li> </ul> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/cfa-institute-conference-wealth-management-2013" target="_blank">read more</a></p> http://wealthmanagement.com/cfa-institute-conference-wealth-management-2013#comments Mon, 11 Mar 2013 20:08:00 +0000 260381 at http://wealthmanagement.com Regulation, Operations & Compliance (ROC) 2013 http://wealthmanagement.com/regulation-operations-compliance-roc-2013 <div class="node-body event-body"><p>SEC Commissioner Luis Aguilar will deliver a Key Note address highlighting top priorities for Fund Managers and Registered Investment Advisers at the RCA’s Regulation, Operations and Compliance (ROC) 2013 Symposium on April 18th at the Pierre Hotel.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">The Pierre Hotel, New York</span> <span class="locality">New York</span>, <span class="region">NY</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+New+York%2C+NY%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> SEC Commissioner Luis Aguilar will deliver a Key Note address highlighting top priorities for Fund Managers and Registered Investment Advisers at the RCA&rsquo;s Regulation, Operations and Compliance (ROC) 2013 Symposium on April 18th at the Pierre Hotel.</p> <p> In particular &ndash; the nomination of Mary Jo White for SEC Chairman clearly signals of a new era of aggressive enforcement at the SEC.</p> <p> Since the President is unencumbered by re-election concerns &ndash; the Administration plans to aggressively pursue enforcing Dodd-Frank over the next 4 years.</p> <p> Commentary during the Symposium will include the significant impact upon compliance, operations and risk management for Fund Managers and Registered Investment Advisers.</p> <p> In order to hurdle these challenges and seize the opportunities, the RCA has assembled its Law and Masters Concentration Faculty and Guest Lectures to supply invaluable and comprehensive insight, as well as practical and actionable guidance.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/regulation-operations-compliance-roc-2013" target="_blank">read more</a></p> http://wealthmanagement.com/regulation-operations-compliance-roc-2013#comments Mon, 11 Mar 2013 20:17:00 +0000 260391 at http://wealthmanagement.com MMI 2013 Annual Convention http://wealthmanagement.com/mmi-2013-annual-convention <div class="node-body event-body"><p>One thing is clear in early 2013: the financial services industry continues to evolve—and rapidly. There is no standing still, little solid ground, and no room for complacency. In this highly dynamic environment, a firm’s willingness and ability to change will determine its success, and perhaps its very survival.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Hilton New York </span> <div class="street-address"> 1335 Avenue of the Americas </div> <span class="locality">New York</span>, <span class="region">NY</span> <span class="postal-code">10019</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=1335+Avenue+of+the+Americas%2C+New+York%2C+NY%2C+10019%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p class="rtecenter"> <span style="color: #000000;"><strong>Advisory Solutions in Transition: Opportunity In Uncertainty</strong></span></p> <p> <span style="color: #000000;">One thing is clear in early 2013: the financial services industry continues to evolve&mdash;and rapidly. There is no standing still, little solid ground, and no room for complacency. In this highly dynamic environment, a firm&rsquo;s willingness and ability to change will determine its success, and perhaps its very survival. Join us April 22&ndash;24 in New York for the 2013 MMI Annual Convention&mdash;a three-day exploration of the changes occurring in our industry, their implications for the way we do business, and how they are shaping the future of advisory solutions.</span></p> <p> <span style="color: #000000;"><strong>Among the topics to be examined:</strong></span></p> <ul> <li> <span style="color: #000000;">&nbsp;The far-reaching industry impact of the mushrooming demand for retirement income solutions</span></li> <li> <span style="color: #000000;">The continuing debate about the value and future of active management</span></li> <li> <span style="color: #000000;">The rise of ETF &ldquo;strategists&rdquo;</span></li> <li> <span style="color: #000000;">The impact of changing tax structures on the provision of advisory solutions</span></li> <li> <span style="color: #000000;">The latest technology developments including the rapid rise in the use of social media</span></li> <li> <span style="color: #000000;">Shifts in the SMA business and in the ways advisors are approaching portfolio construction</span></li> </ul> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mmi-2013-annual-convention" target="_blank">read more</a></p> http://wealthmanagement.com/mmi-2013-annual-convention#comments Fri, 12 Apr 2013 14:50:00 +0000 270901 at http://wealthmanagement.com Raymond James 2013 Conference http://wealthmanagement.com/raymond-james-2013-conference <div class="node-body event-body"><p>We look forward to reuniting once again for our National Conference for Professional Development April 22-25, 2013 in Grapevine, Texas. This year's focus is Building on the Past, Planning for the Future; continuing Raymond James' tradition of integrity, family and conservatism while focusing on cutting edge technology and innovative practice building. We celebrate where we have been, who we are and where we are going as independent advisors to create new possibilities and ignite the potential to best serve our clients.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Gaylord Texan Resort &amp; Convention Center</span> <div class="street-address"> 1501 Gaylord Trail </div> <span class="locality">Grapevine</span>, <span class="region">TX</span> <span class="postal-code">76501</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=1501+Gaylord+Trail+%2C+Grapevine%2C+TX%2C+76501%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> <strong>The 2013 conference highlights include:</strong></p> <p> ~Multiple sessions covering areas such as advanced investment strategies, retirement planning, practice management, marketing strategies and more.<br /> &nbsp;</p> <p> ~Powerful and thought-provoking top advisor sessions with leading advisors sharing their experiences and ideas for success.<br /> &nbsp;</p> <p> ~An enhanced series of partner educational sessions with one presentation from each firm, enabling many to present sessions that qualify for CFP&reg; and insurance continuing education credits, as well as FINRA &ldquo;firm element&rdquo; credits.<br /> &nbsp;</p> <p> ~Additional education sessions to enhance your knowledge of investment strategies while obtaining necessary CFP&reg;, CPA, PACE, FINRA and insurance continuing education credits.<br /> &nbsp;</p> <p> ~General session remarks by firm executives and presentation by Shawn Achor, author of The Happiness Advantage.<br /> &nbsp;</p> <p> ~Sessions on subjects of universal interest including practice management and compliance.<br /> &nbsp;</p> <p> ~The Technology Center, featuring representatives of software and hardware products that you can use in your practice. Plus, Raymond James Information Technology personnel will be on hand to answer questions about your specific automation needs.<br /> &nbsp;</p> <p> ~The Resource Center will again give you the opportunity to interact with those in our industry who mean so much to your practice.<br /> &nbsp;</p> <p> ~Social and networking opportunities at cocktail hours, dinners with partners, and breakfasts and lunches with old and new friends.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/raymond-james-2013-conference" target="_blank">read more</a></p> http://wealthmanagement.com/raymond-james-2013-conference#comments Mon, 15 Apr 2013 16:39:00 +0000 271271 at http://wealthmanagement.com SIFMA Private Client Conference 2013 http://wealthmanagement.com/sifma-private-client-conference-2013 <div class="node-body event-body"><p>SIFMA’s Private Client Conference is North America’s premier conference for Private Client Groups at all levels. This exceptional program will address tactical ways to enhance client service, advice, and, perhaps most crucially, trust, to help investors achieve their financial goals.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Palmer House Hilton</span> <span class="locality">Chicago</span>, <span class="region">IL</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Chicago%2C+IL%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> <strong>SIFMA&rsquo;s <em>Private Client Conference</em> </strong>is North America&rsquo;s premier conference for Private Client Groups at all levels.&nbsp; This exceptional program will address tactical ways to enhance client service, advice, and, perhaps most crucially, trust, to help investors achieve their financial goals.&nbsp;</p> <p> Speakers and panelists from a wide variety of global, regional, and small firms will discuss innovative and tactical ideas across market segments, including: 1) delivering holistic wealth management services to an array of diverse clients; 2) effective succession planning; 3) multigenerational financial advice and service; 4) attracting the next generation of financial advisors; 5) enhancing FA service delivery; 6) managing client portfolio risk in challenging economic times; 7) delivering strong organic growth; 8) enhancing skills in the growing &ldquo;representative as portfolio manager&rdquo; model. &nbsp;</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/sifma-private-client-conference-2013" target="_blank">read more</a></p> http://wealthmanagement.com/sifma-private-client-conference-2013#comments Mon, 11 Mar 2013 20:24:00 +0000 260401 at http://wealthmanagement.com IMCA Annual Conference 2013 http://wealthmanagement.com/imca-annual-conference-2013 <div class="node-body event-body"><p>IMCA’s Annual Conference each spring is the largest association gathering of investment advisors and private wealth management professionals in the United States.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Washington State Convention Center</span> <span class="locality">Seattle</span>, <span class="region">WA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Seattle%2C+WA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> IMCA&rsquo;s Annual Conference each spring is the largest association gathering of investment advisors and private wealth management professionals in the United States.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/imca-annual-conference-2013" target="_blank">read more</a></p> http://wealthmanagement.com/imca-annual-conference-2013#comments Mon, 11 Mar 2013 20:29:00 +0000 260411 at http://wealthmanagement.com Investment Adviser Association’s 2013 Annual Conference http://wealthmanagement.com/investment-adviser-association-s-2013-annual-conference <div class="node-body event-body">The Investment Adviser Association is hosting its 2013 Annual Conference in New Orleans, May 1-3. This exceptional event brings together executives from a variety of investment advisory firms, affording a special opportunity to understand industry trends, exchange ideas and develop valued relationships.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">The Roosevelt Hotel, New Orleans</span> <div class="street-address"> 123 Baronne Street </div> <span class="locality">New Orleans</span>, <span class="region">LA</span> <span class="postal-code">70112</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=123+Baronne+Street%2C+New+Orleans%2C+LA%2C+70112%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> <strong>Agenda, Topics and Speakers at a Glance</strong></p> <p> The conference features 10 recognized experts who will cover areas of particular interest to investment adviser leaders. The program also includes a variety of social activities, including a reception and dinner at the National World War II Museum, which will enable attendees to enjoy some of New Orleans&rsquo; unique venues in a relaxed setting.</p> <p> <strong>Wednesday, May 1</strong></p> <ul> <li> <strong>Opening Session: Building a Business to Last</strong><br /> Mark Tibergien, CEO and Managing Director, Pershing Advisor Solutions</li> <li> <strong>Breakout Sessions</strong></li> <li> <strong>Welcome Reception: The Roosevelt Hotel</strong></li> </ul> <p> <strong>Thursday, May 2</strong></p> <ul> <li> <strong>Continental Breakfast</strong></li> <li> <strong>Welcome and IAA Board Member Election</strong></li> <li> <strong>General Session: Market Signals: What the Financial Markets Are Telling Us Now</strong><br /> Peter F. Ricchiuti, Assistant Dean, Tulane University, A.B. Freeman School of Business</li> <li> <strong>General Session: Generational Insights into Financial Services</strong><br /> Cam Marston, Founder &amp; President, Generational Insight</li> <li> <strong>General Session: SEC Examinations: What Business People Need to Know</strong><br /> Richard Marshall, Partner, Ropes &amp; Gray</li> <li> <strong>Luncheon and Speakers: The Slow-Motion Tsunami: Forces Transforming the Investment Industry</strong><br /> Paul D. Schaeffer, Managing Director of Strategy &amp; Thought Leadership, Forward Management<br /> Suzanne L. Duncan, Senior Vice President, Head of Global Research, State Street Center for Applied Research</li> <li> <strong>Networking Break</strong></li> <li> <strong>General Session: Economic and Market Outlook</strong><br /> Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab</li> <li> <strong>Reception and Dinner: National World War II Museum</strong></li> </ul> <p> <strong>Friday, May 3</strong></p> <ul> <li> <strong>Continental Breakfast</strong></li> <li> <strong>IAA Town Meeting</strong></li> <li> <strong>General Session: What Lies Ahead for Energy?</strong><br /> Charley Maxwell, Founding Board Member, American DG Energy</li> <li> <strong>Networking Break</strong></li> <li> <strong>General Session: The Global Macro Outlook: Investing in Turbulent Times</strong><br /> Peter Berezin, Managing Editor, The Bank Credit Analyst, BCA Research</li> <li> <strong>Luncheon and Speaker: The Political Landscape in Washington</strong><br /> Fred Barnes, Executive Editor, The Weekly Standard</li> <li> <strong>Conference Ends</strong></li> <li> <strong>Optional Reception: Historic Home of Mr. and Mrs. Walter Flowers</strong></li> </ul> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/investment-adviser-association-s-2013-annual-conference" target="_blank">read more</a></p> http://wealthmanagement.com/investment-adviser-association-s-2013-annual-conference#comments Wed, 01 May 2013 13:00:00 +0000 278842 at http://wealthmanagement.com 2013 NAPFA Spring Conference http://wealthmanagement.com/2013-napfa-spring-conference <div class="node-body event-body"></div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">NASBA</span> <span class="locality">Las Vegas</span>, <span class="region">NV</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Las+Vegas%2C+NV%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p style="line-height: normal; margin: 0in 0in 0pt"> <strong><span style="font-family: 'Times New Roman','serif'; color: #000000; font-size: 10pt"><img alt="" border="0" height="111" src="https://www.napfa.org/UserFiles/Image/NASBA.JPG" width="125" />CPE Continuing Education Credits</span></strong><strong> </strong><span style="font-family: 'Times New Roman','serif'; color: #000000; font-size: 10pt">National Association of Personal Financial Advisors (NAPFA) is registered with the National Association of State Boards of Accountancy (NASBA)&nbsp;as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: </span><span style="font-family: 'Times New Roman','serif'; font-size: 12pt"><a href="http://www.nasba.org/"><span style="color: #000000; font-size: 10pt">www.nasba.org</span></a></span><span style="font-family: 'Times New Roman','serif'; color: #000000; font-size: 10pt">.&nbsp; Any complaints relating to this conference please call (847) 483-5400.Sponsor #104015 Credits available:&nbsp;17</span></p> <p style="line-height: normal; margin: 0in 0in 0pt"> <span style="font-family: 'Times New Roman','serif'; color: #000000; font-size: 10pt">Method of presentation:&nbsp; Lecture, panel and open discussion</span><br /> <span style="font-family: 'Times New Roman','serif'; color: #000000; font-size: 10pt">Level of learning:&nbsp; Overview</span><br /> <span style="font-family: 'Times New Roman','serif'; color: #000000; font-size: 10pt">Advance preparation:&nbsp; None</span><br /> <span style="font-family: 'Times New Roman','serif'; color: #000000; font-size: 10pt">Prerequisite knowledge and experience:&nbsp; None </span></p> </div> <div class="og_rss_groups"></div> http://wealthmanagement.com/2013-napfa-spring-conference#comments Mon, 29 Apr 2013 18:44:00 +0000 278882 at http://wealthmanagement.com 2013 Boulder Summer Conference on Consumer Financial Decision Making http://wealthmanagement.com/2013-boulder-summer-conference-consumer-financial-decision-making <div class="node-body event-body">Cutting edge research on consumer financial decision making by scholars across diverse fields: economics, psychology, sociology, anthropology, marketing, finance, and consumer sciences. Lively discussion of this research by scholars, regulators, consumer advocates, and financial services professionals.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">St Julien Hotel</span> <div class="street-address"> 900 Walnut Street </div> <span class="locality">Boulder</span>, <span class="region">CO</span> <span class="postal-code">80302</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=900+Walnut+Street%2C+Boulder%2C+CO%2C+80302%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> <strong>Overview</strong></p> <p> Please save the dates for the Boulder Summer Conference on Consumer Financial Decision Making. The conference will be held at the St Julien Hotel at a great time of year to visit Boulder, Colorado.</p> <p> The conference will provide an opportunity for exchange of ideas among researchers in different fields working on problems of consumer financial decision-making.</p> <p> Consumer welfare is strongly affected by household financial decisions large and small: choosing mortgages; saving to fund college education or retirement; using credit cards to fund current consumption; choosing how to &ldquo;decumulate&rdquo; savings in retirement; deciding how to pay for health care and insurance; and investing in the stock market. In all of these domains, consumers are often poorly informed and susceptible to making serious errors that have large personal and societal consequences.</p> <p> Basic research in judgment and decision making, psychology, consumer research, behavioral finance, and behavioral economics can inform our understanding of how consumers actually make such decisions and how consumers can be helped to make better decisions by innovations in public policy, business, and consumer education.</p> <p> The conference is co-sponsored by the Center for Research on Consumer Financial Decision Making at the University of Colorado and by the Leeds School of Business.</p> <p> <strong>Conference Format</strong></p> <p> We begin with a keynote address and panel discussion Sunday late afternoon, followed by a reception and poster session. Monday and Tuesday we will have 10 total plenary sessions of 75 minutes each, each with two related papers, a discussant, and plenty of time for audience questions and comments.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/2013-boulder-summer-conference-consumer-financial-decision-making" target="_blank">read more</a></p> http://wealthmanagement.com/2013-boulder-summer-conference-consumer-financial-decision-making#comments Mon, 29 Apr 2013 19:15:00 +0000 278902 at http://wealthmanagement.com FINRA’s Annual Conference http://wealthmanagement.com/finra-s-annual-conference <div class="node-body event-body"><p>At this year’s event, hear about regulatory developments and FINRA priorities, and gain practical guidance on compliance issues.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Renaissance Washington, DC Hotel.</span> <span class="locality">Washington</span>, <span class="region">DC</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Washington%2C+DC%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> At this year&rsquo;s event, hear about regulatory developments and FINRA priorities, and gain practical guidance on compliance issues.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/finra-s-annual-conference" target="_blank">read more</a></p> http://wealthmanagement.com/finra-s-annual-conference#comments Mon, 29 Apr 2013 19:24:00 +0000 279022 at http://wealthmanagement.com INSITE™ 2013, Pershing's Financial Solutions Conference http://wealthmanagement.com/insite-2013-pershings-financial-solutions-conference <div class="node-body event-body">The premier industry event for success-minded advisors. Join us for three not-to-be-missed days and walk away with specific and powerful ideas to help your business grow today and tomorrow.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">The Westin Diplomat</span> <span class="locality">Hollywood</span>, <span class="region">FL</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Hollywood%2C+FL%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> The premier industry event for success-minded advisors. Join us for three not-to-be-missed days and walk away with specific and powerful ideas to help your business grow today and tomorrow</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insite-2013-pershings-financial-solutions-conference" target="_blank">read more</a></p> http://wealthmanagement.com/insite-2013-pershings-financial-solutions-conference#comments Wed, 05 Jun 2013 15:14:00 +0000 292742 at http://wealthmanagement.com Morningstar Investment Conference http://wealthmanagement.com/morningstar-investment-conference-0 <div class="node-body event-body">What is the state of the market? Where should you invest in it? We'll help answer those questions and more as we bring together a first-rate lineup of asset managers, advisors, executives, and strategists who are leaders in their respective fields. As an advisor, you will get ideas on how to maximize income, minimize risk, invest globally, and develop solutions to help you better serve your clients. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Hyatt Regency McCormick Place</span> <div class="street-address"> 2233 South Martin Luther </div> <span class="locality">Chicago</span>, <span class="region">IL</span> <span class="postal-code">60616</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=2233+South+Martin+Luther+%2C+Chicago%2C+IL%2C+60616%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <div class="sf_ContentWrap rmargin-20"> <p> What is the state of the market? Where should you invest in it? We&#39;ll help answer those questions and more as we bring together a first-rate lineup of asset managers, advisors, executives, and strategists who are leaders in their respective fields. As an advisor, you will get ideas on how to maximize income, minimize risk, invest globally, and develop solutions to help you better serve your clients.</p> <strong>One of the Investment Community&#39;s Premier Events </strong> <p> The Morningstar Investment Conference will enter its 25<sup>th</sup> year as one of the investment industry&#39;s most respected annual events. With a focus on providing advisors with knowledge, insights, and resources, the conference will address key financial topics, investment strategies, and perspectives on the economy.</p> <strong>Thought Leadership from the Best Minds in the Investment Industry</strong> <p> The Morningstar Investment Conference will feature top mutual fund managers and industry leaders in keynote presentations, breakout sessions, and round-table discussions. This event is essential for financial professionals seeking investment insights and expert analysis.</p> </div> <div class="sf_ContentWrap"> <p> Keynote presenters include John Bogle, founder and former CEO, The Vanguard Group; Michael Mauboussin, managing director, global investment strategies, at Credit Suisse; Ron O&#39;Hanley, president of asset management and corporate services, Fidelity Investments; Erik Wahl, artist, author, and entrepreneur; and Carl Richards, director of investor education, The BAM Alliance.</p> <p> &nbsp;</p> <strong>Cancellation Policy</strong> <p> Registration fees are 100% refundable if we receive your cancellation notice by May 10, 2013. Please call +1 866 839-9729 to cancel a reservation. No refunds are available after May 10, 2013. If you have registered and cannot attend, you may send someone else in your place.</p> <strong>Continuing-Education Credits</strong> <p> To help fulfill your continuing-education requirements, the Morningstar Investment Conference agenda has been submitted to the Certified Financial Planner Board of Standards for Continuing Education (CE) credit and to the National Association of State Boards of Accountancy for Continuing Professional Education (CPE) credit.</p> </div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/morningstar-investment-conference-0" target="_blank">read more</a></p> http://wealthmanagement.com/morningstar-investment-conference-0#comments Wed, 12 Jun 2013 15:30:00 +0000 292762 at http://wealthmanagement.com IMN Non-Traded REIT Industry Symposium http://wealthmanagement.com/imn-non-traded-reit-industry-symposium <div class="node-body event-body"><p>The dynamic Non-Traded REIT industry continues to rapidly evolve. Several Non-Traded REITs have gone full cycle and more exits are on the horizon with an unprecedented combined liquidity of around $40billion. A wire-house has entered the market for the first time, opening up a critical distribution channel for the product. Consolidation continues amongst broker/dealers and some seasoned product sponsors have left the market. The pace of change is quickening and the various stakeholders must adapt or leave.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Marriott Downtown</span> <span class="locality">New York</span>, <span class="region">NY</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+New+York%2C+NY%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> The dynamic Non-Traded REIT industry continues to rapidly evolve. Several Non-Traded REITs have gone full cycle and more exits are on the horizon with an unprecedented combined liquidity of around $40billion. A wire-house has entered the market for the first time, opening up a critical distribution channel for the product. Consolidation continues amongst broker/dealers and some seasoned product sponsors have left the market. The pace of change is quickening and the various stakeholders must adapt or leave.<br /> <br /> IMNs 10th Annual New York Non-Traded REIT Industry Symposium is proud to be the industry&#39;s continued venue of choice to address such critical issues.<br /> <br /> As the industry&#39;s largest dedicated event on the East Coast, this Symposium is a must-attend for anyone sponsoring or selling Non-Traded REITs, or who is looking to sponsor or sell the product.<br /> <br /> Key issues to be discussed in June include:</p> <ul> <li> Cross Industry Panel: Broker/Dealers, Non-Traded REIT Sponsors &amp; Regulators Working in Tandem to Better Meet the Interests of Retail Investors</li> <li> Understanding Different Liquidity Events &amp; What They Mean For Retail Investors</li> <li> Wire-houses, RIAs &amp; Non-Traded REITs: Are Doors Finally Opening Within this Distribution Channel?</li> <li> Broker/Dealer Due Diligence Best Practices on a Product Level</li> <li> Valuations/Performance Measurement: Moving Towards Standardization &amp; What Else Needs to be Done</li> <li> CEO Panel - Adapting to the Rate of Change: Better Aligning with Retail Investor Interests vs. Staying in Business as a Non-Traded REIT</li> <li> CFO Perspective: Liquidity Events; Distributions/Dividends; Maximizing Returns for Shareholders</li> <li> Facilitating Effective &amp; Compliant Sales &amp; Communication Practices Amongst Your Sales Force</li> <li> Implementing Company-Level Risk Management Procedures to Prevent Regulatory Action &amp; Developing Litigation Strategy for When Issues Arise</li> <li> Preparing for a Due Diligence Audit: Best Practices &amp; Practical Solutions for Small-Mid-Sized Broker/Dealers</li> <li> Comparing &amp; Contrasting Alternative Investments for Retail Investors in Todays Climate</li> <li> CIO/Acquisition Perspective: Real Estate Investment to Weather the Different Economic/Market Scenarios</li> <li> Daily Net Asset Value REITs: What Will it Take for These to Succeed?</li> <li> Non-Traded REITs as an Institutional Investment: The What, the Why and the How for Institutional Investors/Family Offices/HNW</li> <li> A Practical Guide to Real Estate as a Retail Investment for Financial Advisors</li> <li> Best Practices in RIA Practice Management: Building Value; Driving Growth; Creating Efficiency</li> <li> Financial Advisors On-The-Ground Perspective: Non-Traded REITs as a Retail Investment Today</li> <li> Why Sell Private Placements? Where Do They Fit on the Broker/Dealer Platform?</li> <li> Closed Door Broker/Dealer Session</li> <li> Broker/Dealer Executive Panel: Managing Change; Top Priorities; REIT Market &amp; Retail Sales Outlook</li> <li> Regulatory Update: A Practical Look at How Regulation/Legislation Will Directly &amp; Indirectly Impact the Different Stakeholders in the Non-Traded REIT Industry</li> </ul> <p> ...to name just a few topics.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/imn-non-traded-reit-industry-symposium" target="_blank">read more</a></p> http://wealthmanagement.com/imn-non-traded-reit-industry-symposium#comments Sat, 15 Jun 2013 15:41:00 +0000 292782 at http://wealthmanagement.com Outsourced CIO Summit http://wealthmanagement.com/outsourced-cio-summit <div class="node-body event-body"><p>Are you considering outsourcing all or part of your investment management functions? If so, you can’t miss this unique event that delves into the specifics of investment outsourcing. This the ONLY event that focuses in-depth on the key issues involved in deciding to outsource: governance and policy issues, various outsourcing models, vendor selection, due diligence, and much more. Plus, you’ll hear case studies from investors who have gone through the process themselves!</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">The Ritz-Carlton, South Beach</span> <div class="street-address"> One Lincoln Road </div> <span class="locality">Miami Beach</span>, <span class="region">FL</span> <span class="postal-code">33139</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=One+Lincoln+Road%2C+Miami+Beach%2C+FL%2C+33139%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <div id="copy_introBlurb"> <p> Are you considering outsourcing all or part of your investment management functions? If so, you can&rsquo;t miss this unique event that delves into the specifics of investment outsourcing. &nbsp;This the ONLY event that focuses in-depth on the key issues involved in deciding to outsource: governance and policy issues, various outsourcing models, vendor selection, due diligence, and much more. Plus, you&rsquo;ll hear case studies from investors who have gone through the process themselves!</p> <p> Topics at Glance:</p> <ul> <li> Should you outsource? If so, what and how much?</li> <li> Various models of outsourcing</li> <li> How much discretion to give a manager? What are the effects on your liability and fiduciary duties?</li> <li> Selection of a vendor: Key points to look for</li> <li> What are OCIO vendors looking for in sub-advisors?</li> <li> The impact of outsourcing on your governance structure</li> </ul> </div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/outsourced-cio-summit" target="_blank">read more</a></p> http://wealthmanagement.com/outsourced-cio-summit#comments Sat, 15 Jun 2013 15:56:00 +0000 292802 at http://wealthmanagement.com Commercial Real Estate/High Net Worth Investment Conference http://wealthmanagement.com/commercial-real-estatehigh-net-worth-investment-conference <div class="node-body event-body"><p>Designed to bring together investment professionals and wealth advisors to explore topics including family office real estate, financial advisors’ views on real estate, wealth transfer strategies and alternative investments. At the same time, the conference offers a forum for commercial real estate professionals to meet this important source of capital.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Vornado Realty Trust</span> <div class="street-address"> 666 Fifth Avenue </div> <span class="locality">New York</span>, <span class="region">NY</span> <span class="postal-code">10019</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=666+Fifth+Avenue%2C+New+York%2C+NY%2C+10019%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> &nbsp;</p> <p> Designed to bring together investment professionals and wealth advisors to explore topics including family office real estate, financial advisors&rsquo; views on real estate, wealth transfer strategies and alternative investments. At the same time, the conference offers a forum for commercial real estate professionals to meet this important source of capital.</p> <h3> Agenda for Conference</h3> <table border="0" cellpadding="5" cellspacing="5" width="500"> <tbody> <tr> <td> <strong>7:30 &ndash; 8:40 </strong></td> <td> Registration - Breakfast/Networking</td> </tr> <tr> <td> <strong>8:40 </strong></td> <td> Welcome Remarks&nbsp;</td> </tr> <tr> <td> <strong>8:45</strong></td> <td> Keynote</td> </tr> <tr> <td> <strong>8:55 &ndash; 9:55 </strong></td> <td> CEO Panel</td> </tr> <tr> <td> <strong>9:55 &ndash; 10:55</strong></td> <td> One-On-One with Family Office Industry Leader, <strong>David A. Cohen</strong>, CEO/CIO KAM, Unlocking the Key to Family Office and Commercial Real Estate</td> </tr> <tr> <td colspan="2"> <strong>Networking Break: 10:55-11:10</strong></td> </tr> <tr> <td> <strong>11:10 &ndash; 12:10 &nbsp;</strong></td> <td> Non-Traditional Commercial Real Estate Investing</td> </tr> <tr> <td> <strong>Lunch: 12:10 &ndash; 1:45</strong></td> <td> Keynote Speaker: Dr. Raymond Torto, CBRE Chief Global Economist</td> </tr> <tr> <td> <strong>1:45 &ndash; 2:45 &nbsp;&nbsp;&nbsp;</strong></td> <td> Commercial Real Estate Liquidity &amp; Your Options</td> </tr> <tr> <td> <strong>2:45 &ndash; 3:30</strong></td> <td> Transferring Real Estate In a Tax Efficient Manner</td> </tr> <tr> <td colspan="2"> <strong>Networking Break: 3:30 &ndash; 3:45 </strong></td> </tr> <tr> <td> <strong>3:45 &ndash; 4:35 &nbsp;&nbsp;&nbsp;&nbsp;</strong></td> <td> Building Wealth Through &nbsp;Effective, and Tax-Efficient Use of Real Estate &amp; Tax Credit/Deduction Strategies</td> </tr> <tr> <td colspan="2"> <strong>Networking Cocktail Party: 4:35 &ndash; 6:00 &nbsp;</strong></td> </tr> </tbody> </table> <p> &nbsp;</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commercial-real-estatehigh-net-worth-investment-conference" target="_blank">read more</a></p> http://wealthmanagement.com/commercial-real-estatehigh-net-worth-investment-conference#comments Tue, 25 Jun 2013 14:07:00 +0000 313282 at http://wealthmanagement.com Social Media Conference for Financial Services http://wealthmanagement.com/social-media-conference-financial-services <div class="node-body event-body"><p>Are you just starting your organization’s social media initiatives or are you looking to gain greater insights into these powerful tools of customer engagement? Regardless of your company’s level of adoption you will benefit from the insight provided by our speaker faculty comprised of financial services executives, legal and regulatory experts and many others from Social Media that you can’t see anywhere else!</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Hyatt Regency</span> <span class="locality">Boston </span>, <span class="region">MA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Boston+%2C+MA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> Are you just starting your organization&rsquo;s social media initiatives or are you looking to gain greater insights into these powerful tools of customer engagement? Regardless of your company&rsquo;s level of adoption you will benefit from the insight provided by our speaker faculty comprised of financial services executives, legal and regulatory experts and many others from Social Media that you can&rsquo;t see anywhere else!</p> <p> This conference provides the strategies and practices you and your team need to build relationships, enhance your brand, grow sales and recruit new producers with social media. Our speakers will help you tackle crucial sales, marketing, compliance, IT, and operations opportunities and challenges.</p> <p> <strong style="text-align: center;"><font style="font-size: 14pt;">Confirmed for 2013:</font></strong><span style="text-align: center;">&nbsp;</span></p> <p> We are pleased to announce the following industry leaders have confirmed their participation at this year&rsquo;s conference:&nbsp;</p> <ul> <li> <strong>KEYNOTE SPEAKER</strong>:&nbsp;Gary Vaynerchuk, Best-Selling Author, Wine and Social Media Expert&nbsp;</li> <li> Neil Hiltz, Head of Global Financial Services Marketing, <strong>Facebook</strong></li> <li> Glen Reardon, Head of Industry, Financial Services, <strong>Google</strong></li> <li> Ben Ortman, Social Business Connector and Innovator; Global Accounts, <strong>LinkedIn</strong></li> <li> John Ploumitsakos, Director of Online Sales, <strong>Twitter</strong></li> <li> Marie Politis, Vice President, Online Experience, <strong>Mass Mutual Financial Group</strong></li> <li> Augie Ray, Director of Social Media Strategy,&nbsp;<strong>Prudential</strong></li> <li> Mark Stalsberg, Assistant Director - Field and Client Insights, <strong>Northwestern Mutual</strong></li> <li> Sheryl Brown, Social Media Coordinator, <strong>Ash Brokerage</strong></li> <li> <strong><a href="http://www.limra.com/Events/Conferences/2013/2013_Social_Media_Conference_for_Financial_Services.aspx?t=speakers" title="AND MORE!">AND MORE!</a></strong></li> </ul> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/social-media-conference-financial-services" target="_blank">read more</a></p> http://wealthmanagement.com/social-media-conference-financial-services#comments Mon, 24 Jun 2013 19:16:00 +0000 312742 at http://wealthmanagement.com Peak Advisor Alliance http://wealthmanagement.com/peak-advisor-alliance <div class="node-body event-body">Excell conferences allow you to connect with the most vibrant community of advisors in the country. These semi-annual meetings highlight the industry’s top thought leaders in practice management and give attendees the opportunity to share ideas and learn new best practices. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">CenturyLink Center</span> <span class="locality">Omaha</span>, <span class="region">NV</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Omaha%2C+NV%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> <strong><font color="#333333" size="3">What is Excell?</font></strong><br /> Excell conferences allow you to connect with the most vibrant community of advisors in the country. These semi-annual meetings highlight the industry&rsquo;s top thought leaders in practice management and give attendees the opportunity to share ideas and learn new best practices.<br /> <br /> <strong><font color="#333333" size="3">Who Can Attend?</font></strong><br /> We encourage any advisor committed to achieving his/her personal and professional goals. In addition to advisors, we recommend any team member associated with the office to attend as well. Separate networking groups and presentations give any member of your staff the guidance they need to implement new ideas.<br /> <br /> <strong><font color="#333333" size="3">Why Attend?</font></strong><br /> &bull; Learn tested concepts and ideas&nbsp;that can be implemented immediately.<br /> &bull; Engage with successful advisors&nbsp;willing to share their best practices.<br /> &bull; Develop a strong &ldquo;why&rdquo; for your&nbsp;business and re-ignite your burning desire.<br /> &bull; Gain new friendships,&nbsp;resources, and tools to help you grow your practice.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/peak-advisor-alliance" target="_blank">read more</a></p> http://wealthmanagement.com/peak-advisor-alliance#comments Mon, 23 Sep 2013 21:36:00 +0000 370542 at http://wealthmanagement.com IMCA Advanced Wealth Management http://wealthmanagement.com/imca-advanced-wealth-management <div class="node-body event-body">High-net-worth clients have complex needs that require expertise beyond basic financial planning. Emerging wealth transfer trends, complex gift planning strategies and changing tax laws make today’s environment anything but predictable. The only way to provide the best guidance is to assure you are equipped to help your clients address unique challenges.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Chicago Marriott Downtown Magnificent Mile</span> <div class="street-address"> 540 N. Michigan Avenue </div> <span class="locality">Chicago</span>, <span class="region">IL</span> <span class="postal-code">60611</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=540+N.+Michigan+Avenue%2C+Chicago%2C+IL%2C+60611%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> High-net-worth clients have complex needs that require expertise beyond basic financial planning. Emerging wealth transfer trends, complex gift planning strategies and changing tax laws make today&rsquo;s environment anything but predictable. The only way to provide the best guidance is to assure you are equipped to help your clients address unique challenges.</p> <p> Gain the latest knowledge and insight into the future of wealth management at the <strong>IMCA <strong>2013</strong>&nbsp;Advanced Wealth Management Conference, October 7-8 in Chicago.</strong> By attending, you will see two days of valuable presentations on a wide range of topics that impact your business.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/imca-advanced-wealth-management" target="_blank">read more</a></p> http://wealthmanagement.com/imca-advanced-wealth-management#comments Mon, 23 Sep 2013 22:11:00 +0000 370562 at http://wealthmanagement.com 2013 NAPFA Fall Conference http://wealthmanagement.com/2013-napfa-fall-conference <div class="node-body event-body">“Independence” is one of the many attributes that is common among great financial advisors. Independence comes in many forms—from commission-free advice, long-term thinking that avoids chasing hot investment trends, creating unique financial plans for each client, and so much more. That’s why independence is the theme of NAPFA’s 2013 Fall Conference: Independent Thinking. Independent Action. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Philadelphia</span> <span class="locality">Philadelphia</span>, <span class="region">PA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Philadelphia%2C+PA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <div> &ldquo;Independence&rdquo; is one of the many attributes that is common among great financial advisors. Independence comes in many forms&mdash;from commission-free advice, long-term thinking that avoids chasing hot investment trends, creating unique financial plans for each client, and so much more. That&rsquo;s why independence is the theme of NAPFA&rsquo;s 2013 Fall Conference: <strong>Independent Thinking. Independent Action</strong>.</div> <p> Join us in Philadelphia on October 8-11 for dynamic speakers who will share their insights about how to remain independent and steady in a complex, fast-moving period. From perspectives in the financial services industry, politics, and academia, our General Session speakers will analyze the trends that are affecting advisors and their clients.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/2013-napfa-fall-conference" target="_blank">read more</a></p> http://wealthmanagement.com/2013-napfa-fall-conference#comments Mon, 23 Sep 2013 22:15:00 +0000 370622 at http://wealthmanagement.com National Conference on Philanthropic Planning http://wealthmanagement.com/national-conference-philanthropic-planning <div class="node-body event-body">The National Conference on Philanthropic Planning is a unique meeting place for all of the professionals who work together to make charitable giving most meaningful. The conference provides more than 40 sessions that feature speakers, topics, education formats and networking opportunities designed to engage all partners in the philanthropic planning process. The conference is focused on those involved in charitable gift planning</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Minneapolis Convention Center</span> <span class="locality">Minneapolis</span>, <span class="region">MN</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Minneapolis%2C+MN%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> The National Conference on Philanthropic Planning is a unique meeting place for all of the professionals who work together to make charitable giving most meaningful. The conference provides more than 40 sessions that feature speakers, topics, education formats and networking opportunities designed to engage all partners in the philanthropic planning process. The conference is focused on those involved in charitable gift planning including:</p> <ul> <li> Nonprofit planned giving professionals</li> <li> Major gifts fundraisers</li> <li> Development directors</li> <li> Financial planners and wealth advisors</li> <li> Estate and retirement planning professionals</li> <li> Insurance and real estate professionals</li> <li> Nonprofit CEOs, CFOs and trustees</li> </ul> <p> Conference sessions are authorized by CFP and CFRE boards for continuing education credit. Those seeking continuing legal education credit are encourage to submit conference materials to their local certifying body after the conference; certificates of attendance are provided.</p> <p> <strong><em>What makes the conference special? </em></strong> Conference speakers from all disciplines involved in the planning process share their expertise to help attendees:</p> <ul> <li> Focus on philanthropic strategies that synthesize the vision and skill of donors and their families, fundraisers, and advisors.</li> <li> Understand that the most meaningful gifts for donors and the causes they support usually combine current and future strategies.</li> <li> Envision professional relationships and staffing policies that eliminate barriers to cooperation between fundraising departments or between fundraisers and advisors.</li> <li> Encourage innovation within ethical, legal and regulatory contexts to help donors understand and achieve their philanthropic potential.</li> <li> Anticipate legislative and regulatory changes that may affect donors and charities.</li> </ul> <p> <strong><em>Who should attend?</em></strong> Most sessions are geared toward professionals with, at minimum, a basic understanding of gift planning tools and techniques, and many sessions are geared to senior level planners. However, some foundational sessions are provided for fundraisers and advisors who are just beginning to build their expertise in philanthropic planning.</p> <p> The conference is especially beneficial for:</p> <ul> <li> Fundraisers and development managers from all types of charitable organizations.</li> <li> Financial and legal advisors who assist donors with wills and trusts, investments, insurance, retirement strategies and other plans that offer opportunities for philanthropic giving.</li> <li> Nonprofit CEOs, CFOs and trustees who seek to understand the role of philanthropic planning in long-term fund development.</li> </ul> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/national-conference-philanthropic-planning" target="_blank">read more</a></p> http://wealthmanagement.com/national-conference-philanthropic-planning#comments Mon, 23 Sep 2013 22:36:00 +0000 370642 at http://wealthmanagement.com FPA Experience 2013 http://wealthmanagement.com/fpa-experience-2013 <div class="node-body event-body">Come to FPA Experience 2013 to find yourself at a global gathering of fellow financial planners, exceptional speakers and inspiring expertise. Here you will become connected to the bigger world of financial planning and transform your own world over the course of just a few days.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Orange County Convention Center</span> <span class="locality">Orlando </span>, <span class="region">FL</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Orlando+%2C+FL%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> Come to FPA Experience 2013 to find yourself at a global gathering of fellow financial planners, exceptional speakers and inspiring expertise. Here you will become connected to the bigger world of financial planning and transform your own world over the course of just a few days.</p> <p> A conference like FPA Experience gives you the opportunity to not only attend, but to also engage on both personal and professional levels. Take a good hard look at how to make these precious few days work the hardest for you, so that you come away from this conference with a renewed energy, a fresh perspective and an inspired sense of your place within the world of fellow financial planning professionals. Make it a goal to transform your own world, while discovering new connections and insight within the global picture of financial planning.</p> <h3> &nbsp;Highlights</h3> <ul> <li> 6 Focus Areas/Educational Tracks</li> <li> 6 Super Sessions</li> <li> 3 General Sessions</li> <li> More Than 70 Speakers</li> <li> Over 55 Educational Sessions</li> <li> Over 20 Firms in the Professional Development Pavilion</li> </ul> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/fpa-experience-2013" target="_blank">read more</a></p> http://wealthmanagement.com/fpa-experience-2013#comments Mon, 23 Sep 2013 22:41:00 +0000 370662 at http://wealthmanagement.com Raymond James 19th Annual Women’s Symposium http://wealthmanagement.com/raymond-james-19th-annual-women-s-symposium <div class="node-body event-body">Each year since we started back in 1994, the Network for Women Advisors has hosted a Women’s Symposium to allow qualified female financial advisors to share insights, ideas, experiences and best practices with each other.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Vinoy Resort</span> <span class="locality">Petersburg</span>, <span class="region">FL</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Petersburg%2C+FL%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> Each year since we started back in 1994, the Network for Women Advisors has hosted a Women&rsquo;s Symposium to allow qualified female financial advisors to share insights, ideas, experiences and best practices with each other. Sure we started small, but over the years, this exclusive event has grown into a jam-packed, three-day experience designed to appeal to financial advisors at all stages of their careers. Now, attendees can choose among interactive seminars, breakout sessions and inspiring presentations by the firm&rsquo;s leaders and industry experts. The topics and speakers run the gamut, but the goal remains the same: To help women advisors grow their businesses. Afterward, attendees often feel re-energized and motivated to immediately put new ideas gained from the conference to work in their practices. The symposium offers so much more than continuing education; it also offers a chance for us to celebrate what we do and find new ways to honor our clients, our community and our lives.</p> <p> The 19<sup>th</sup> Annual Women&rsquo;s Symposium will be held October 21-23, 2013 at the Vinoy Resort in St. Petersburg, FL.</p> <p> &nbsp;</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/raymond-james-19th-annual-women-s-symposium" target="_blank">read more</a></p> http://wealthmanagement.com/raymond-james-19th-annual-women-s-symposium#comments Tue, 08 Oct 2013 14:45:00 +0000 390342 at http://wealthmanagement.com SRI Conference on Sustainable, Responsible, Impact Investing http://wealthmanagement.com/sri-conference-sustainable-responsible-impact-investing <div class="node-body event-body">The SRI Conference on Sustainable, Responsible, Impact Investing (formerly SRI in the Rockies) is the premier annual gathering of investors and investment professionals working to make money and direct the flow of investment capital toward a truly sustainable future.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">The Broadmoor</span> <span class="locality">Colorado Springs</span>, <span class="region">CO</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Colorado+Springs%2C+CO%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> <strong>The SRI Conference</strong> on Sustainable, Responsible, Impact Investing (formerly SRI in the Rockies) is the premier annual gathering of investors and investment professionals working to make money and direct the flow of investment capital toward a truly sustainable future.</p> <p> The 24th annual SRI Conference will be October 28-30, 2013 at <a href="http://www.broadmoor.com/" target="_blank">The Broadmoor</a> in Colorado Springs, Colorado. Yes, we are going back to the Rockies! If you were with us in 2006, you should know that The Broadmoor is under new ownership and has made some dramatic new commitments and improvements on the sustainability front.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/sri-conference-sustainable-responsible-impact-investing" target="_blank">read more</a></p> http://wealthmanagement.com/sri-conference-sustainable-responsible-impact-investing#comments Tue, 08 Oct 2013 14:52:00 +0000 390402 at http://wealthmanagement.com Hedgeopolis Institutional Insights Conference http://wealthmanagement.com/hedgeopolis-institutional-insights-conference <div class="node-body event-body"><p>The Hedge Fund Association and Agecroft Partners proudly present the Hedgeopolis New York Conference.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">The Metropolitan Club</span> <div class="street-address"> One East 60th Street </div> <span class="locality">New York</span>, <span class="region">NY</span> <span class="postal-code">100222</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=One+East+60th+Street%2C+New+York%2C+NY%2C+100222%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> <span class="auto-style21">The Hedge Fund Association and Agecroft Partners proudly present the Hedgeopolis New York Conference. We invite you to join us on November 4, 2013 for a full day gathering of decision makers from leading endowments, foundations, funds of hedge funds, family offices, and pension funds. The platinum sponsors for Hedgeopolis are </span> <a class="auto-style92" href="http://online.barrons.com/home-page"> </a><span class="auto-style92"><span class="auto-style21">Barron&#39;s</span></span><span class="auto-style21">, </span><span class="auto-style92"> <span class="auto-style21">CNBC</span></span><span class="auto-style21"> and </span> <span class="auto-style92"> <span class="auto-style21">North Street Global Fund Services</span></span>.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/hedgeopolis-institutional-insights-conference" target="_blank">read more</a></p> http://wealthmanagement.com/hedgeopolis-institutional-insights-conference#comments Fri, 25 Oct 2013 14:07:00 +0000 417122 at http://wealthmanagement.com Schwab Impact 2013 http://wealthmanagement.com/schwab-impact-2013 <div class="node-body event-body">IMPACT is an invitation-only conference where registered investment advisors come together with influential presenters, exhibitors, and subject-matter experts to learn about and collaborate on key industry issues and best practices.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Walter E. Washington Convention Center</span> <span class="locality">Washington</span>, <span class="region">DC</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Washington%2C+DC%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p> IMPACT is an invitation-only conference where registered investment advisors come together with influential presenters, exhibitors, and subject-matter experts to learn about and collaborate on key industry issues and best practices. This year&#39;s event will help you become a better advocate for your clients, your firm, and this industry.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/schwab-impact-2013" target="_blank">read more</a></p> http://wealthmanagement.com/schwab-impact-2013#comments Fri, 25 Oct 2013 14:13:00 +0000 417142 at http://wealthmanagement.com SIFMA Annual Conference http://wealthmanagement.com/sifma-annual-conference <div class="node-body event-body"><p>SIFMA's Annual Meeting brings the leaders of the financial services industry together with prominent policymakers, thought leaders and financial media.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Marriott Marquis</span> <span class="locality">New York</span>, <span class="region">NY</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+New+York%2C+NY%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>SIFMA&#39;s Annual Meeting brings the leaders of the financial services industry together with prominent policymakers, thought leaders and financial media. Join us in 2013 as we explore the role of financial services in providing the capital to fuel the U.S. economy and enhance prosperity for all Americans.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/sifma-annual-conference" target="_blank">read more</a></p> http://wealthmanagement.com/sifma-annual-conference#comments Fri, 25 Oct 2013 14:25:00 +0000 417162 at http://wealthmanagement.com The MarketCounsel Summit http://wealthmanagement.com/marketcounsel-summit <div class="node-body event-body">While the entrepreneurial opportunity has never been greater, threats of over-regulation and competition from other areas of financial services loom large.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Four Seasons Hotel</span> <span class="locality">Las Vegas</span>, <span class="region">NV</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Las+Vegas%2C+NV%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <div> <p>While the&nbsp;entrepreneurial opportunity has never been greater, threats of&nbsp;&nbsp;over-regulation and competition from other areas of financial services &nbsp;loom large. &nbsp;Protecting the opportunity are independent firms themselves and the providers dedicated to serve them. &nbsp;And for its 6th straight year, MarketCounsel will assemble the leaders of this spectacular industry for a conversation called The MarketCounsel Summit.</p> <p>When the investment adviser industry&rsquo;s best and brightest thought and organizational leaders gather in Las Vegas later this year to engage in meaningful conversations, will your voice be among them at this seminal event?</p> <p>Join the conversation at the MarketCounsel Summit.</p> </div> <p>&nbsp;</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketcounsel-summit" target="_blank">read more</a></p> http://wealthmanagement.com/marketcounsel-summit#comments Wed, 04 Dec 2013 18:29:00 +0000 446491 at http://wealthmanagement.com 2014 Advanced Personal Financial Planning Conference http://wealthmanagement.com/2014-advanced-personal-financial-planning-conference <div class="node-body event-body"><p>The 2014 AICPA Advanced Personal Financial Planning Conference is an intensive, high-level event that will help you prepare for the impact legislative and regulation changes will have on your practice and your clients.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Aria Resort and Casino</span> <span class="locality">Las Vegas</span>, <span class="region">NV</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Las+Vegas%2C+NV%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>The 2014 AICPA Advanced Personal Financial Planning Conference is an intensive, high-level event that will help you prepare for the impact legislative and regulation changes will have on your practice and your clients. It&rsquo;s the first financial professional conference of the year that addresses changes head-on with the most advanced technical, all-encompassing learning programs for retirement, estate, investment, insurance and individual tax planning guidance for 2014.</p> <p>Over the course of three intensive days, you will learn about the latest regulations, tax law changes and market outlook, and how to respond to pertinent issues that impact your practice &mdash; all in one advanced, all-encompassing conference. One thought-provoking session after another will address everything from tax policies to concentrated assets, insurance products and retirement plan design in addition to controversial topics such as Social Security, healthcare reform and Medicare.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/2014-advanced-personal-financial-planning-conference" target="_blank">read more</a></p> http://wealthmanagement.com/2014-advanced-personal-financial-planning-conference#comments Wed, 04 Dec 2013 18:35:00 +0000 446501 at http://wealthmanagement.com FSI 2014 OneVoice http://wealthmanagement.com/fsi-2014-onevoice <div class="node-body event-body">OneVoice – FSI’s annual broker-dealer conference – is the in-person gathering of the independent broker-dealer community. Education and networking sessions are specifically designed for CEOs, senior executives, managers and employees of member and prospective member firms. This year we will be celebrating and learning right in the city where much of the advocacy happens, in Washington, D.C.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Washington Marriott Wardman Park</span> <span class="locality">Washington</span>, <span class="region">DC</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Washington%2C+DC%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>OneVoice 2014 is especially exciting as we are celebrating a Decade of Results. Because of you, our engaged members, we are proud to be celebrating 10 years of advocacy and growing our voice in Washington, D.C and states. Come celebrate, learn and network with top CEO&rsquo;s and senior executives in our industry.</p> <p>OneVoice &ndash; FSI&rsquo;s annual broker-dealer conference &ndash; is the in-person gathering of the independent broker-dealer community. Education and networking sessions are specifically designed for CEOs, senior executives, managers and employees of member and prospective member firms. This year we will be celebrating and learning right in the city where much of the advocacy happens, in Washington, D.C.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/fsi-2014-onevoice" target="_blank">read more</a></p> http://wealthmanagement.com/fsi-2014-onevoice#comments Wed, 18 Dec 2013 19:41:00 +0000 457101 at http://wealthmanagement.com TD Ameritrade Institutional National Conference http://wealthmanagement.com/td-ameritrade-institutional-national-conference <div class="node-body event-body"><p>TD Ameritrade’s annual conference. “Great things happen when people come together. Now more than ever new possibilities and opportunities are opening up for independent RIAs. Connect with your peers from across the country to discover what you need to know about being an independent advisor today.”</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Hyatt Regency Orlando</span> <span class="region">FL</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+%2C+FL%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>Great things happen when people come together. Now more than ever new possibilities and opportunities are opening up for independent RIAs. Connect with your peers from across the country to discover what you need to know about being an independent advisor today.</p> <p>Invest in yourself and attend our 2014 National Conference. Together we will bring the industry forward.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/td-ameritrade-institutional-national-conference" target="_blank">read more</a></p> http://wealthmanagement.com/td-ameritrade-institutional-national-conference#comments Wed, 18 Dec 2013 19:51:00 +0000 457111 at http://wealthmanagement.com NICSA 32nd Annual Strategic Leadership Forum http://wealthmanagement.com/nicsa-32nd-annual-strategic-leadership-forum <div class="node-body event-body">With the theme "Managing the Investment Firm in a Global World," the NICSA Strategic Leadership forum will feature a new state-of-the-art resource center, top notch keynote speakers and panelists from the top firms in the industry, a new location with an even bigger audience, and much more.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Westin Diplomat Resort &amp; Spa</span> <span class="locality">Hollywood</span>, <span class="region">FL</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Hollywood%2C+FL%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>Welcome to the 2014 NICSA strategic Leadership Forum (32nd Annual Conference).<br /> <br /> To be held on<strong> February 9-11, 2014</strong> at the <strong>Westin Diplomat</strong> in sunny <strong>Hollywood, FL</strong>, this year&#39;s event will be the most valuable meeting you&#39;ll attend all year.<br /> <br /> With the theme &quot;Managing the Investment Firm in a Global World,&quot; the NICSA Strategic Leadership forum will feature a new state-of-the-art resource center, top notch keynote speakers and panelists from the top firms in the industry, a new location with an even bigger audience, and much more.</p> <p>&nbsp;</p> <p>Rub-elbows with some of the top professionals in the industry at the 2014 NICSA Strategic Leadership Forum. Register today.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/nicsa-32nd-annual-strategic-leadership-forum" target="_blank">read more</a></p> http://wealthmanagement.com/nicsa-32nd-annual-strategic-leadership-forum#comments Wed, 18 Dec 2013 19:56:00 +0000 457141 at http://wealthmanagement.com SIFMA IRLS 2014 Conference http://wealthmanagement.com/sifma-irls-2014-conference <div class="node-body event-body">SIFMA's annual Insurance-and-Risk-Linked Securities Conference is the leading forum for updates, strategies and insights into the top industry issues in the coming year.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Grand Hyatt New York</span> <div class="street-address"> 109 East 42nd Street </div> <span class="locality">New York</span>, <span class="region">NY</span> <span class="postal-code">10017</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=109+East+42nd+Street+%2C+New+York%2C+NY%2C+10017%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p><span id="docs-internal-guid-3b24d1ee-4b92-b658-e8c5-0ba0f62fd9a6">SIFMA&#39;s annual Insurance-and-Risk-Linked Securities Conference is the leading forum for updates, strategies and insights into the top industry issues in the coming year. A range of topics will be explored &ndash; from identifying and mobilizing new sources of capital, examining reinsurance&#39;s evolving role &ndash; to emerging legal issues and broadening the industry&#39;s scope.</span></p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/sifma-irls-2014-conference" target="_blank">read more</a></p> http://wealthmanagement.com/sifma-irls-2014-conference#comments Wed, 19 Feb 2014 19:14:00 +0000 497401 at http://wealthmanagement.com SII 2014 (Securities Industry Institute) http://wealthmanagement.com/sii-2014-securities-industry-institute <div class="node-body event-body"><p>The Securities Industry Institute® (SII) is the premier executive development program for financial services professionals.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">The Wharton School of the University of Pennsylvania</span> <span class="locality">Philadelphia</span>, <span class="region">PA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Philadelphia%2C+PA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>The Securities Industry Institute&reg; (SII) is the premier executive development program for financial services professionals. For more than 60 years, SIFMA and The Wharton School of The University of Pennsylvania have partnered to equip SII participants with practical information, ideas and answers directly applicable to their present and future responsibilities.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/sii-2014-securities-industry-institute" target="_blank">read more</a></p> http://wealthmanagement.com/sii-2014-securities-industry-institute#comments Thu, 06 Mar 2014 19:55:00 +0000 509551 at http://wealthmanagement.com Investment Consultants Forum http://wealthmanagement.com/investment-consultants-forum <div class="node-body event-body">Opal Financial Group's investment consultants conference provides a unique environment for developing dialogue between plan sponsors, managers and consultants. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Marriott Marquis</span> <span class="locality">New York</span>, <span class="region">NY</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+New+York%2C+NY%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>Opal Financial Group&#39;s investment consultants conference provides a unique environment for developing dialogue between plan sponsors, managers and consultants. The role of the institutional consultant is more important than ever in making investment decisions, often being asked to take on more than just the evaluation of investment managers. This event will feature panel-driven discussions focused on specific investment techniques of fixed income and hedge fund managers, the evolving role of institutional consultants, the manager evaluation process, transition management, investing in global markets, and more.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/investment-consultants-forum" target="_blank">read more</a></p> http://wealthmanagement.com/investment-consultants-forum#comments Fri, 24 Jan 2014 15:47:00 +0000 479501 at http://wealthmanagement.com ICI Mutual Funds Conference http://wealthmanagement.com/ici-mutual-funds-conference <div class="node-body event-body">The Investment Company Institute (ICI) will host its annual conference to examine the wide range of regulatory and other issues facing the mutual fund and investment management industries in its Mutual Funds and Investment Management Conference.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">JW Marriott Grande Lakes</span> <div class="street-address"> 4040 Central Florida Parkway </div> <span class="locality">Orlando</span>, <span class="region">FL</span> <span class="postal-code">32837</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=4040+Central+Florida+Parkway%2C+Orlando%2C+FL%2C+32837%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>The Investment Company Institute (ICI) will host its annual conference to examine the wide range of regulatory and other issues facing the mutual fund and investment management industries in its Mutual Funds and Investment Management Conference.&nbsp; Norm Champ, the Securities and Exchange Commission&rsquo;s (SEC) Director of the Division of Investment Management, and Craig M. Lewis, the SEC&rsquo;s Director of the Division of Economic and Risk Analysis, will deliver separate keynote speeches to lend their perspectives to the many issues discussed at the conference.&nbsp; The 2014 conference will be held March 16-19 in Orlando, Florida.<br /> &nbsp;<br /> Additional conference features include the President&rsquo;s Address by ICI President and CEO Paul Schott Stevens, as well as a panel of former SEC Commissioners and Directors of the Division of Investment Management, who will discuss their views, including reflections on past and present SEC regulatory and other developments. Other conference panels will consider a wide range of issues now facing the mutual fund and investment management industries.<br /> &nbsp;<br /> Panels will focus on, among other issues, SEC regulatory developments; compliance and enforcement issues; global distribution trends; the Volcker Rule; swap regulations; the regulation of retirement products and services; securities valuation; and trading compliance and best execution. Additional panels will discuss the evolution of the Financial Industry Regulatory Authority (FINRA); cybersecurity; fund governance; emerging and frontier markets; alternative strategies; and tax, accounting, auditing and operational issues.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/ici-mutual-funds-conference" target="_blank">read more</a></p> http://wealthmanagement.com/ici-mutual-funds-conference#comments Wed, 19 Feb 2014 18:53:00 +0000 497381 at http://wealthmanagement.com IRI Marketing Summit 2014 http://wealthmanagement.com/iri-marketing-summit-2014 <div class="node-body event-body">The IRI Marketing Summit 2014 is IRI's largest conference of senior marketing and sales decision makers in the insured retirement industry.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">New York Hilton Midtown</span> <span class="locality">New York</span>, <span class="region">NY</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+New+York%2C+NY%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p><span id="docs-internal-guid-f16448d5-9911-286d-07ba-a7da9aad1f41" style="font-size:15px;font-family:Calibri;color:#000000;background-color:transparent;font-weight:normal;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;">The IRI Marketing Summit 2014 is IRI&#39;s largest conference of senior marketing and sales decision makers in the insured retirement industry.</span></p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/iri-marketing-summit-2014" target="_blank">read more</a></p> http://wealthmanagement.com/iri-marketing-summit-2014#comments Thu, 06 Mar 2014 20:17:00 +0000 509561 at http://wealthmanagement.com SIFMA Compliance & Legal Society Annual Seminar 2014 http://wealthmanagement.com/sifma-compliance-legal-society-annual-seminar-2014 <div class="node-body event-body">SIFMA's Compliance & Legal Society 46th Annual Seminar is the premier event that features more than 65 dynamic and informative panels.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Grande Lakes</span> <span class="locality">Orlando</span>, <span class="region">FL</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Orlando%2C+FL%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>SIFMA&#39;s Compliance &amp; Legal Society 46th Annual Seminar is the premier event that features more than 65 dynamic and informative panels. Don&#39;t miss your opportunity to engage with leading industry experts, discuss the latest regulatory developments and industry trends.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/sifma-compliance-legal-society-annual-seminar-2014" target="_blank">read more</a></p> http://wealthmanagement.com/sifma-compliance-legal-society-annual-seminar-2014#comments Thu, 06 Mar 2014 20:26:00 +0000 509571 at http://wealthmanagement.com MMI Annual Convention http://wealthmanagement.com/mmi-annual-convention <div class="node-body event-body">The MMI Annual Convention is a three-day exploration of the changes occurring in our industry, their implications for the way we do business, and how they are shaping the future of advisory solutions.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Hilton</span> <span class="locality">New York</span>, <span class="region">NY</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+New+York%2C+NY%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mmi-annual-convention" target="_blank">read more</a></p> http://wealthmanagement.com/mmi-annual-convention#comments Thu, 06 Mar 2014 20:31:00 +0000 509581 at http://wealthmanagement.com MLP Virtual Investor Conference http://wealthmanagement.com/mlp-virtual-investor-conference <div class="node-body event-body">MLPs are favored by many retail investors because they offer the affordability and liquidity of corporate stocks and bonds combined with the advantages of investing in a partnership. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Virtual Event</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+%2C+%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p><span class="style34"><font size="2">MLPs are favored by many retail investors because they offer the affordability and liquidity of corporate stocks and bonds combined with the advantages of investing in a partnership. MLPs generally pay investors regular cash distributions, and many offer growth potential as well. There are more than 90 MLPs on the market, with the majority in industries related to energy and natural resources. </font></span></p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mlp-virtual-investor-conference" target="_blank">read more</a></p> http://wealthmanagement.com/mlp-virtual-investor-conference#comments Mon, 31 Mar 2014 20:51:00 +0000 526691 at http://wealthmanagement.com Exchange-Traded-Products Trading & Investing Forum http://wealthmanagement.com/exchange-traded-products-trading-investing-forum <div class="node-body event-body"><p>A jam-packed, half-day of presentations and Q&amp;A examining the current state and future direction by ETF Global.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">New York Societ of Security Analysts (NYSSA)</span> <div class="street-address"> 1540 Broadway </div> <span class="locality">New York</span>, <span class="region">NY</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=1540+Broadway%2C+New+York%2C+NY%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>A jam-packed, half-day of presentations and Q&amp;A examining the current state and future direction by ETF Global.</p> <p><strong>WHO SHOULD ATTEND</strong></p> <table border="0" cellpadding="0" style="width:100.0%;" width="100%"> <tbody> <tr> <td> <p>&bull; Registered Investment Advisors<br /> &bull; Portfolio Managers<br /> &bull; Wealth Managers<br /> &bull; Certified Financial Planners</p> </td> <td> <p>&bull; Investment Managers<br /> &bull; Private Bankers<br /> &bull; Financial Advisors<br /> &bull; Financial Consultants</p> </td> </tr> </tbody> </table> <p><img alt="" src="/site-files/wealthmanagement.com/files/uploads/2014/03/produced-by.jpg" style="width: 200px; height: 111px;" /></p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/exchange-traded-products-trading-investing-forum" target="_blank">read more</a></p> http://wealthmanagement.com/exchange-traded-products-trading-investing-forum#comments Fri, 28 Mar 2014 15:37:00 +0000 525101 at http://wealthmanagement.com Private Client Conference http://wealthmanagement.com/private-client-conference <div class="node-body event-body"><p>The SIFMA Private Client Conference is North America's premier event for wealth management professionals. This exceptional program will address tactical ways to enhance client service and, most crucially, trust to help investors achieve their financial goals.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Grand Hyatt</span> <span class="locality">New York</span>, <span class="region">NY</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+New+York%2C+NY%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>The SIFMA Private Client Conference is North America&#39;s premier&nbsp;event for wealth management professionals. This exceptional program will address tactical ways to enhance client service and, most crucially, trust to help investors achieve their financial goals.</p> <ul> <li> Join industry leaders from across the wealth management spectrum &ndash; including global, regional, and small firms &ndash; as they discuss innovative approaches to effective strategies and leadership.</li> <li> Take away tactical ideas that you can implement to effectively manage your organization and enhance client service.</li> <li> Network with your peers and leading experts from across the industry as well as build relationships with vendor partners to enhance productivity and wealth management services.</li> </ul> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/private-client-conference" target="_blank">read more</a></p> http://wealthmanagement.com/private-client-conference#comments Wed, 29 Jan 2014 20:26:00 +0000 482571 at http://wealthmanagement.com 2014 Williams Financial Group National Conference http://wealthmanagement.com/2014-williams-financial-group-national-conference <div class="node-body event-body"><p>Hear directly from industry leaders on topics that affect your business.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Rancho Bernardo Golf Resort &amp; Spa</span> <span class="locality">San Diego</span>, <span class="region">CA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+San+Diego%2C+CA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p><em>An Invite Only Event for WFG Independent Financial Professionals. </em></p> <p>There will be two full days of product presentations followed by a half day of continuing education and corporate initiatives. Hear directly from industry leaders on topics that affect your business. &nbsp;Learn about product offerings that are effective and client focused; critical compliance issues; requisite research and innovation to stay ahead of the curve. Expand your professional network. Guests are welcome at receptions &amp; sponsored activities.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/2014-williams-financial-group-national-conference" target="_blank">read more</a></p> http://wealthmanagement.com/2014-williams-financial-group-national-conference#comments Thu, 17 Apr 2014 17:57:00 +0000 539181 at http://wealthmanagement.com NAPFA Spring Conference http://wealthmanagement.com/napfa-spring-conference <div class="node-body event-body"><p>Hundreds of advisors will convene over 2 ½ days to explore behaviors and biases that influence clients, markets and themselves; exchange ideas and best practices with their peers; and engage with the profession’s top leaders and visionaries.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">The Grand American Hotel</span> <span class="locality">Salt Lake City</span>, <span class="region">UT</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Salt+Lake+City%2C+UT%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <div align="left"> <div> Created exclusively for Fee-Only planners, this event offers a premier networking and continuing education experience for the top financial planners in the profession. Hundreds of advisors will convene over 2 &frac12; days to explore behaviors and biases that influence clients, markets and themselves; exchange ideas and best practices with their peers; and engage with the profession&rsquo;s top leaders and visionaries. It&rsquo;s an event that no Fee-Only planner &ndash; NAPFA member or not &ndash; can afford to miss.&nbsp;</div> </div> <div align="left"> &nbsp;</div> <div align="left"> The NAPFA Spring National Conference will cover the most pressing topics of our profession, including:</div> <ul> <li> How Behavior and Biases Affect Financial Decisions</li> <li> Advanced Retirement Planning for Lifelong Income</li> <li> The Changing Landscape of Irrevocable Trust Planning</li> <li> Higher Tax Rates and the New Net Investment Income Tax</li> <li> Asset Allocation and Building a Diversified Portfolio</li> <li> Providing Excellent Client Service</li> <li> Practice Management, Marketing and Technology</li> <li> And much&nbsp;more!</li> </ul> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/napfa-spring-conference" target="_blank">read more</a></p> http://wealthmanagement.com/napfa-spring-conference#comments Fri, 18 Apr 2014 20:30:00 +0000 540111 at http://wealthmanagement.com FINRA Annual Conference http://wealthmanagement.com/finra-annual-conference <div class="node-body event-body"><p>Join practitioners, peers and regulators to exchange ideas on today's most challenging compliance and regulatory topics.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Renaissance Hotel Downtown, Washington, D.C.</span> <span class="locality">Washington, DC</span>, <span class="region">DC</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Washington%2C+DC%2C+DC%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p><span style="font-size: 13px;">Join practitioners, peers and regulators to exchange ideas on today&#39;s most challenging compliance and regulatory topics. Register early for the best conference rate.</span></p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/finra-annual-conference" target="_blank">read more</a></p> http://wealthmanagement.com/finra-annual-conference#comments Mon, 28 Apr 2014 13:35:00 +0000 546601 at http://wealthmanagement.com Investment Company Institute's 2014 General Membership Meeting http://wealthmanagement.com/investment-company-institutes-2014-general-membership-meeting <div class="node-body event-body">Registrants will be able to build their own programs by choosing from more than 25 sessions offered by these four noteworthy events.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Washington Hilton</span> <span class="locality">Washington, DC</span>, <span class="region">DC</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Washington%2C+DC%2C+DC%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p><a href="http://www.cvent.com/d/n4qp5r/4W">Register</a>&nbsp;today for ICI&rsquo;s premier conference event of 2014, featuring:</p> <ul> <li> 56th Annual General Membership Meeting (GMM)</li> <li> Mutual Fund Compliance Programs Conference</li> <li> Operations and Technology Conference</li> <li> IDC&rsquo;s Fund Directors Workshop</li> </ul> <p>Registrants will be able to build their own programs by choosing from more than 25 sessions offered by these four noteworthy events.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/investment-company-institutes-2014-general-membership-meeting" target="_blank">read more</a></p> http://wealthmanagement.com/investment-company-institutes-2014-general-membership-meeting#comments Mon, 28 Apr 2014 13:43:00 +0000 546611 at http://wealthmanagement.com Hightower’s Apex 2014 http://wealthmanagement.com/hightower-s-apex-2014 <div class="node-body event-body">Focused on innovation and the future of the financial services industry – rather than its current state – Apex is not your typical industry conferenc</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Ritz-Carlton Chicago</span> <span class="locality">Chicago</span>, <span class="region">IL</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Chicago%2C+IL%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>Focused on innovation and the future of the financial services industry &ndash; rather than its current state &ndash; Apex is not your typical industry conference. The conference&rsquo;s theme &ldquo;Foothold to the Future&rdquo; reflects the event&rsquo;s emphasis on advancing the industry through new and contradictory ways of thinking to address trends and challenges that will shape the sector for years to come.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/hightower-s-apex-2014" target="_blank">read more</a></p> http://wealthmanagement.com/hightower-s-apex-2014#comments Mon, 28 Apr 2014 13:59:00 +0000 546621 at http://wealthmanagement.com Estate Planning Conference http://wealthmanagement.com/estate-planning-conference <div class="node-body event-body"><p>Delivering practical guidance on cutting-edge developments affecting your clients</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Marriott Marquis at Times Square</span> <span class="locality">New York</span>, <span class="region">NY</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+New+York%2C+NY%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p><em>Delivering practical guidance on cutting-edge developments affecting your clients.</em></p> <p class="style91"><strong>Hot Topics Include:</strong></p> <ul class="style86"> <li class="style73"> Has the American Taxpayer Relief Act turned estate planning upside down?</li> </ul> <ul class="style87"> <li> How will the massive changes to New York&rsquo;s estate and income tax laws affect your clients?</li> </ul> <ul> <li class="style87"> Discover the intersection of estate and asset protection planning.&nbsp; And where does income tax planning fit into this mix?</li> </ul> <p>&nbsp;</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning-conference" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning-conference#comments Tue, 08 Apr 2014 19:57:00 +0000 532151 at http://wealthmanagement.com Peak Advisor Alliance Excell Spring 2014 http://wealthmanagement.com/peak-advisor-alliance-excell-spring-2014 <div class="node-body event-body">Excell conferences connect Peak Advisor Alliance members with each other through a highly inspiring environment that highlights the industry’s top thought leaders and gives attendees the opportunity to share ideas and learn new best practices. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Renaissance Downtown Hotel</span> <span class="locality">Chicago</span>, <span class="region">IL</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Chicago%2C+IL%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>Excell conferences are truly unlike any other industry meeting an advisor could attend. They connect Peak Advisor Alliance members with each other through a highly inspiring environment that highlights the industry&rsquo;s top thought leaders and gives attendees the opportunity to share ideas and learn new best practices.&nbsp;</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/peak-advisor-alliance-excell-spring-2014" target="_blank">read more</a></p> http://wealthmanagement.com/peak-advisor-alliance-excell-spring-2014#comments Mon, 28 Apr 2014 14:06:00 +0000 546651 at http://wealthmanagement.com Pershing Insite 2014 http://wealthmanagement.com/pershing-insite-2014 <div class="node-body event-body">The premier, must-attend industry event for success-minded investment professionals and registered investment advisors.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Westin Diplomat</span> <span class="locality">Hollywood</span>, <span class="region">FL</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Hollywood%2C+FL%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>&nbsp;</p> <p>The premier, must-attend industry event for success-minded investment professionals and registered investment advisors.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/pershing-insite-2014" target="_blank">read more</a></p> http://wealthmanagement.com/pershing-insite-2014#comments Thu, 01 May 2014 20:27:00 +0000 550081 at http://wealthmanagement.com SIFMA Tech 2014 http://wealthmanagement.com/sifma-tech-2014 <div class="node-body event-body">Join over 2,500 participants to explore the role of technology in financial services and how it is evolving to help firms respond to the rapidly changing regulatory and market environment. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Hilton New York</span> <span class="locality">New York</span>, <span class="region">NY</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+New+York%2C+NY%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>Join over 2,500 participants to explore the role of technology in financial services and how it is evolving to help firms respond to the rapidly changing regulatory and market environment. Hear from industry experts and regulators and meet solution providers with established platforms and offerings that address the risks unique to the industry.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/sifma-tech-2014" target="_blank">read more</a></p> http://wealthmanagement.com/sifma-tech-2014#comments Thu, 01 May 2014 20:37:00 +0000 550091 at http://wealthmanagement.com Morningstar Investment Conference http://wealthmanagement.com/morningstar-investment-conference-1 <div class="node-body event-body">What is the current state of the market? Where and how should you invest? The Morningstar® Investment Conference will answer these questions and more.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">McCormick Place</span> <span class="locality">Chicago</span>, <span class="region">IL</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Chicago%2C+IL%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p><em>What is the current state of the market? Where and how should you invest? </em></p> <p>The Morningstar&reg; Investment Conference will answer these questions and more with an impressive lineup of leading asset managers, advisors, executives, and strategists. As an advisor, you will gain insight on how to maximize income, minimize risk, invest globally, and develop solutions to better serve your clients.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/morningstar-investment-conference-1" target="_blank">read more</a></p> http://wealthmanagement.com/morningstar-investment-conference-1#comments Thu, 01 May 2014 20:49:00 +0000 550101 at http://wealthmanagement.com Regulatory Compliance Conference 2014 Unplugged http://wealthmanagement.com/regulatory-compliance-conference-2014-unplugged <div class="node-body event-body">Regulatory Compliance 2014 Unplugged provides valuable insight on key compliance topics. Learn the latest in securities compliance and how it affects your business. Gain specific direction for today’s risk-based compliance culture and get the tools you need to expertly manage your firm’s compliance requirements. Take advantage of this unique opportunity and develop practical strategies for moving forward. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Boca Raton Resort &amp; Beach Club</span> <span class="locality">Boca Raton</span>, <span class="region">FL</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Boca+Raton%2C+FL%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>Regulatory Compliance 2014 Unplugged provides valuable insight on key compliance topics. Learn the latest in securities compliance and how it affects your business. Gain specific direction for today&rsquo;s risk-based compliance culture and get the tools you need to expertly manage your firm&rsquo;s compliance requirements. Take advantage of this unique opportunity and develop practical strategies for moving forward.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/regulatory-compliance-conference-2014-unplugged" target="_blank">read more</a></p> http://wealthmanagement.com/regulatory-compliance-conference-2014-unplugged#comments Fri, 20 Jun 2014 16:38:00 +0000 588431 at http://wealthmanagement.com CFA Institute: 2014 Financial Analysts Seminar http://wealthmanagement.com/cfa-institute-2014-financial-analysts-seminar <div class="node-body event-body">With a powerful assembly of speakers and experts covering a comprehensive range of cutting-edge investment analysis and portfolio management topics, there is no better chance to sharpen your practical skills and focus on current market conditions than the 2014 Financial Analysts Seminar.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">University of Chicago Gleacher Center </span> <span class="locality">Chicago</span>, <span class="region">IL</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Chicago%2C+IL%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>With a powerful assembly of speakers and experts covering a comprehensive range of cutting-edge investment analysis and portfolio management topics, there is no better chance to sharpen your practical skills and focus on current market conditions than the 2014 Financial Analysts Seminar.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/cfa-institute-2014-financial-analysts-seminar" target="_blank">read more</a></p> http://wealthmanagement.com/cfa-institute-2014-financial-analysts-seminar#comments Fri, 20 Jun 2014 16:49:00 +0000 588441 at http://wealthmanagement.com CFP Board’s Registered Program Conference http://wealthmanagement.com/cfp-board-s-registered-program-conference <div class="node-body event-body">The CFP Board will bring together financial planning education faculty and program directors from institutions around the country at its annual Registered Program Conference. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">JW Marriott, Washington, DC</span> <span class="locality">Washington, DC </span>, <span class="region">DC</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Washington%2C+DC++%2C+DC%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p dir="ltr"><span id="docs-internal-guid-260846b5-8d3b-d4af-1dc4-d157247b43a3">The CFP Board will bring together financial planning education faculty and program directors from institutions around the country at its annual Registered Program Conference. The largest financial planning education conference in the country, it will allow attendees to connect with CFP Board and each other, share ideas for enriching their financial planning education curricula, and learn about CFP Board&#39;s commitment to education partnerships.</span></p> <div> &nbsp;</div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/cfp-board-s-registered-program-conference" target="_blank">read more</a></p> http://wealthmanagement.com/cfp-board-s-registered-program-conference#comments Thu, 31 Jul 2014 16:23:00 +0000 618211 at http://wealthmanagement.com LPL Focus http://wealthmanagement.com/lpl-focus <div class="node-body event-body">A premier event for independent financial advisors, Focus convenes some of the best and the brightest in our industry to discuss the most relevant challenges facing our profession today. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">San Diego Convention Center</span> <span class="locality">San Diego</span>, <span class="region">CA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+San+Diego%2C+CA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p><span id="docs-internal-guid-f35123d9-ba35-bfdb-2122-eded8eeb097f">A premier event for independent financial advisors, Focus convenes some of the best and the brightest in our industry to discuss the most relevant challenges facing our profession today. During this 3-day event you&rsquo;ll connect with industry leaders and your peers, obtain valuable insights, gain actionable knowledge to help drive business growth and productivity, and discover new innovations from LPL. &nbsp;</span></p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/lpl-focus" target="_blank">read more</a></p> http://wealthmanagement.com/lpl-focus#comments Fri, 20 Jun 2014 16:56:00 +0000 588451 at http://wealthmanagement.com Cetera Financial Group’s Wealth Management University http://wealthmanagement.com/cetera-financial-group-s-wealth-management-university <div class="node-body event-body">This three-day forum-style event is designed “for advisors by advisors” to improve comprehensive wealth management skills, introduce new investment strategies, and increase advisory assets under management (AUM).</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Cosmopolitan Las Vegas</span> <span class="locality">Las Vegas</span>, <span class="region">NV</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Las+Vegas%2C+NV%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p dir="ltr"><span id="docs-internal-guid-f35123d9-3603-4606-b8ee-3fc9c71db997">This three-day forum-style event is designed &ldquo;for advisors by advisors&rdquo; to improve comprehensive wealth management skills, introduce new investment strategies, and increase advisory assets under management (AUM). Wealth Management University offers three different courses (Associates, Bachelors and Masters), each tailored to a specific level of financial advisory experience. The event is an opportunity for our advisors to discuss the issues and topics shaping the independent wealth management industry, as well as Cetera&rsquo;s vision of the future of wealth management.</span></p> <div> &nbsp;</div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/cetera-financial-group-s-wealth-management-university" target="_blank">read more</a></p> http://wealthmanagement.com/cetera-financial-group-s-wealth-management-university#comments Mon, 14 Jul 2014 17:52:00 +0000 603921 at http://wealthmanagement.com Cetera Financial Group’s Wealth Management University http://wealthmanagement.com/cetera-financial-group-s-wealth-management-university-0 <div class="node-body event-body">This three-day forum-style event is designed “for advisors by advisors” to improve comprehensive wealth management skills, introduce new investment strategies, and increase advisory assets under management (AUM). </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Cosmopolitan Las Vegas</span> <span class="locality">Las Vegas</span>, <span class="region">NV</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Las+Vegas%2C+NV%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p><span id="docs-internal-guid-260846b5-8ce1-1000-ed64-9b6a178b5af3">This three-day forum-style event is designed &ldquo;for advisors by advisors&rdquo; to improve comprehensive wealth management skills, introduce new investment strategies, and increase advisory assets under management (AUM). Wealth Management University offers three different courses (Associates, Bachelors and Masters), each tailored to a specific level of financial advisory experience. The event is an opportunity for our advisors to discuss the issues and topics shaping the independent wealth management industry, as well as Cetera&rsquo;s vision of the future of wealth management.</span></p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/cetera-financial-group-s-wealth-management-university-0" target="_blank">read more</a></p> http://wealthmanagement.com/cetera-financial-group-s-wealth-management-university-0#comments Thu, 31 Jul 2014 14:38:00 +0000 618091 at http://wealthmanagement.com The Social Media Conference For Financial Services http://wealthmanagement.com/social-media-conference-financial-services-0 <div class="node-body event-body">Now in its 5th year, this conference provides the strategies and practices you and your team need to build relationships, enhance your brand, grow sales and recruit new producers with social media. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">InterContinental Boston</span> <span class="locality">Boston</span>, <span class="region">MA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Boston%2C+MA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>Now in its 5th year, this conference provides the strategies and practices you and your team need to build relationships, enhance your brand, grow sales and recruit new producers with social media.&nbsp;<br /> <br /> The presenters will help you tackle crucial sales, marketing, compliance, IT, and operations opportunities and challenges. They are financial services executives, legal and regulatory experts, advertising executives, and technology leaders with expertise you can trust.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/social-media-conference-financial-services-0" target="_blank">read more</a></p> http://wealthmanagement.com/social-media-conference-financial-services-0#comments Thu, 31 Jul 2014 16:12:00 +0000 618191 at http://wealthmanagement.com Institutional Investor’s 11th Annual Family Office Wealth Conference http://wealthmanagement.com/institutional-investor-s-11th-annual-family-office-wealth-conference <div class="node-body event-body">As the premier event in the wealth management industry--The Institutional Investor’s 11th Annual Family Office Wealth Conference will deliver an exciting agenda that you will not want to miss. Our theme this year is “Staying on Track: Ideas and Solutions to Help Preserve Your Family Legacy.” </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Montage Resorts &amp; Spa</span> <span class="locality">Laguna Beach</span>, <span class="region">CA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Laguna+Beach%2C+CA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>As the premier event in the wealth management industry--The Institutional Investor&rsquo;s 11<sup>th</sup> Annual Family Office Wealth Conference will deliver an exciting agenda that you will not want to miss. Our theme this year is &ldquo;Staying on Track:&nbsp; Ideas and Solutions to Help Preserve Your Family Legacy.&rdquo;&nbsp;This year&#39;s Family Office Wealth Conference will provide family members and executives with a forum to learn about the issues other families are grappling with and, as importantly, the strategies they&#39;ve employed to deal with them.</p> <p>This is the only event of its kind that allows family office directors, family members and HNW individuals to connect in an intimate environment with their peers. Last year we continued the tradition and brought together Family Office Executives, Family Members and HNW individuals gathered together for this exclusive event to learn valuable concepts, share ideas, make new contacts and improve their working relationships.</p> <p>This private, invitation-only meeting will examine issues in domestic public policy, geopolitics, philanthropy, intergenerational wealth transfer, personal security, investments and a complete range of topics affluent families must grapple with and deliberate as they pursue better results in the forthcoming year. Our program, as always, is created in conjunction with an Advisory Board of your peers from family offices as well as family members. Through panel discussions, break-out sessions and keynote addresses, our line-up of expert speakers and panelists will focus on helping you stay on top of the dramatically changing family office landscape</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/institutional-investor-s-11th-annual-family-office-wealth-conference" target="_blank">read more</a></p> http://wealthmanagement.com/institutional-investor-s-11th-annual-family-office-wealth-conference#comments Mon, 24 Mar 2014 14:29:00 +0000 520811 at http://wealthmanagement.com National Financial Advisor Week http://wealthmanagement.com/national-financial-advisor-week <div class="node-body event-body"><p>National Financial Advisor Week (NFAW) recognizes the work financial advisors do for investors. Join us this September for the inaugural NFAW experience, during which thousands of investors, advisors and media will converge on Times Square, NYC for an exciting mix of advisor panels, resource booths and sponsored events.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Times Square</span> <span class="locality">New York </span>, <span class="region">NY</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+New+York+%2C+NY%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>National Financial Advisor Week (NFAW) recognizes the work financial advisors do for investors. Join us this September for the inaugural NFAW experience, during which thousands of investors, advisors and media will converge on Times Square, NYC for an exciting mix of advisor panels, resource booths and sponsored events</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/national-financial-advisor-week" target="_blank">read more</a></p> http://wealthmanagement.com/national-financial-advisor-week#comments Mon, 14 Jul 2014 19:09:00 +0000 604051 at http://wealthmanagement.com TD Ameritrade Institutional 2014 Fiduciary Leadership Summit http://wealthmanagement.com/td-ameritrade-institutional-2014-fiduciary-leadership-summit <div class="node-body event-body"><p>The Fiduciary Summit is a forum for discussing investor protections and regulations that impact the RIA industry and investors.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Oriental Hotel</span> <span class="locality">Washington, DC </span>, <span class="region">DC</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Washington%2C+DC++%2C+DC%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p dir="ltr"><span id="docs-internal-guid-260846b5-8d0c-936d-b95a-712d9b90bb14">The Fiduciary Summit is a forum for discussing investor protections and regulations that impact the RIA industry and investors.</span></p> <div> &nbsp;</div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/td-ameritrade-institutional-2014-fiduciary-leadership-summit" target="_blank">read more</a></p> http://wealthmanagement.com/td-ameritrade-institutional-2014-fiduciary-leadership-summit#comments Thu, 31 Jul 2014 15:02:00 +0000 618141 at http://wealthmanagement.com FinCon 2014 http://wealthmanagement.com/fincon-2014 <div class="node-body event-body">FinCon is a peer conference for the financial media community. Attendees connect, learn to create compelling online content, and discover new trends in money and personal finance. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Marriott (French Quarter)</span> <span class="locality">New Orleans</span>, <span class="region">LA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+New+Orleans%2C+LA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p dir="ltr"><span id="docs-internal-guid-f35123d9-ba3b-db80-5f9e-0ea88740510a">FinCon is a peer conference for the financial media community. Attendees connect, learn to create compelling online content, and discover new trends in money and personal finance.&nbsp;</span></p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/fincon-2014" target="_blank">read more</a></p> http://wealthmanagement.com/fincon-2014#comments Fri, 20 Jun 2014 17:03:00 +0000 588501 at http://wealthmanagement.com FPA Experience 2014 http://wealthmanagement.com/fpa-experience-2014-0 <div class="node-body event-body"><p>This year, FPA flings open the door to new adventures in learning and networking. Imagine an event where presenters are selected for their skill as well as their relevant topics.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Washington State Convention Center</span> <span class="locality">Seattle</span>, <span class="region">WA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Seattle%2C+WA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>This year, FPA flings open the door to new adventures in learning and networking. Imagine an event where presenters are selected for their skill as well as their relevant topics. This year&rsquo;s program will reflect the broadest pre-conference input FPA has ever sought. We&rsquo;re packing this conference with practical insights and takeaways you&rsquo;ll talk about for years to come.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/fpa-experience-2014-0" target="_blank">read more</a></p> http://wealthmanagement.com/fpa-experience-2014-0#comments Tue, 27 May 2014 13:49:00 +0000 568811 at http://wealthmanagement.com Deals and Deal Makers Summit http://wealthmanagement.com/deals-and-deal-makers-summit <div class="node-body event-body">Launched in the fall of 2013 in Santa Monica, CA, the Deals and Deal Makers Summit is “the anti-conference conference”, and strives to maintain a very limited number of attendees while maximizing their opportunities to interact and create immediate value for their businesses.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Loews Santa Monica Beach Hotel and Annenberg Beach House</span> <span class="locality">Santa Monica</span>, <span class="region">CA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Santa+Monica%2C+CA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>Launched in the fall of 2013 in Santa Monica, CA, the Deals and Deal Makers Summit is &ldquo;the anti-conference conference&rdquo;, and strives to maintain a very limited number of attendees while maximizing their opportunities to interact and create immediate value for their businesses. The focus is also kept strictly on deals, and specific aspects of them.&nbsp; Wealth management firms who attend walk away with greater knowledge of acquisitions, mergers, sales and partner-to-partner transactions as well as a stronger network than they had upon arrival. &nbsp;</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/deals-and-deal-makers-summit" target="_blank">read more</a></p> http://wealthmanagement.com/deals-and-deal-makers-summit#comments Tue, 05 Aug 2014 19:49:00 +0000 622331 at http://wealthmanagement.com Vision: IRI Annual Meeting 2014 http://wealthmanagement.com/vision-iri-annual-meeting-2014 <div class="node-body event-body"><p>IRI’s Annual Meeting is the premier business meeting for the insured retirement industry.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Williamsburg Lodge</span> <span class="locality">Williamsburg</span>, <span class="region">VA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Williamsburg%2C+VA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p dir="ltr"><span id="docs-internal-guid-cb32e9c5-3df9-46dd-7daa-833dfcc826ec">IRI&rsquo;s Annual Meeting is the premier business meeting for the insured retirement industry. This event presents a unique opportunity to engage with IRI and industry peers, providing a dynamic forum to learn about emerging trends in the industry and the future of the business.</span></p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/vision-iri-annual-meeting-2014" target="_blank">read more</a></p> http://wealthmanagement.com/vision-iri-annual-meeting-2014#comments Tue, 27 May 2014 13:57:00 +0000 568821 at http://wealthmanagement.com FSI Financial Advisor Summit http://wealthmanagement.com/fsi-financial-advisor-summit <div class="node-body event-body">The Financial Advisor Summit is a truly unique advisor conference created for financial advisors, by financial advisors. FSI’s Financial Advisor Council and Task Force are developing yet another great year of holistic programming.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Washington Hilton</span> <span class="locality">Washington, DC </span>, <span class="region">DC</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Washington%2C+DC+%2C+DC%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p dir="ltr"><span id="docs-internal-guid-f35123d9-d953-b322-9f5b-7fb4757ba2a8">FSI will be hosting the second annual Financial Advisor Summit in Washington, D.C. The Financial Advisor Summit is a truly unique advisor conference created for financial advisors, by financial advisors. FSI&rsquo;s Financial Advisor Council and Task Force are developing yet another great year of holistic programming. Stay tuned for updates on the different track topics, and new unique offerings for 2014.</span></p> <div> &nbsp;</div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/fsi-financial-advisor-summit" target="_blank">read more</a></p> http://wealthmanagement.com/fsi-financial-advisor-summit#comments Thu, 26 Jun 2014 17:56:00 +0000 592871 at http://wealthmanagement.com IMCA 2014 Advanced Wealth Management Conference http://wealthmanagement.com/imca-2014-advanced-wealth-management-conference <div class="node-body event-body">High-net-worth clients have complex needs that require expertise beyond basic financial planning. Emerging wealth transfer trends, complex gift planning strategies and changing tax laws make today’s environment anything but predictable. The only way to provide the best guidance is to assure you are equipped to help your clients address unique challenges. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Hilton San Diego Bayfront</span> <span class="locality">San Diego </span>, <span class="region">CA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+San+Diego+%2C+CA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p dir="ltr"><span id="docs-internal-guid-f35123d9-d959-1047-eae1-5eca81320741">High-net-worth clients have complex needs that require expertise beyond basic financial planning. Emerging wealth transfer trends, complex gift planning strategies and changing tax laws make today&rsquo;s environment anything but predictable. The only way to provide the best guidance is to assure you are equipped to help your clients address unique challenges. Gain the latest knowledge and insight into the future of wealth management.</span></p> <div> &nbsp;</div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/imca-2014-advanced-wealth-management-conference" target="_blank">read more</a></p> http://wealthmanagement.com/imca-2014-advanced-wealth-management-conference#comments Thu, 26 Jun 2014 18:01:00 +0000 592881 at http://wealthmanagement.com Tiburon CEO Summit XXVII http://wealthmanagement.com/tiburon-ceo-summit-xxvii <div class="node-body event-body">Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the banking, brokerage, investments, insurance, advice, & wealth management businesses.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Ritz-Carlton </span> <span class="locality">San Francisco</span>, <span class="region">CA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+San+Francisco%2C+CA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p dir="ltr"><span id="docs-internal-guid-f35123d9-d965-07db-5688-576da0736d35">Tiburon&#39;s CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the banking, brokerage, investments, insurance, advice, &amp; wealth management businesses. Tiburon&#39;s CEO Summits likely provide one of the only true forums where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.</span></p> <div> &nbsp;</div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/tiburon-ceo-summit-xxvii" target="_blank">read more</a></p> http://wealthmanagement.com/tiburon-ceo-summit-xxvii#comments Thu, 26 Jun 2014 18:16:00 +0000 592891 at http://wealthmanagement.com Peak Advisor Alliance Excell Fall 2014 http://wealthmanagement.com/peak-advisor-alliance-excell-fall-2014 <div class="node-body event-body"><p>Excell conferences connect Peak Advisor Alliance members with each other through a highly inspiring environment that highlights the industry’s top thought leaders and gives attendees the opportunity to share ideas and learn new best practices.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">CenturyLink Center Hilton</span> <span class="locality">Omaha</span>, <span class="region">NE</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Omaha%2C+NE%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <div> <p dir="ltr"><span id="docs-internal-guid-cb32e9c5-3e05-81b5-617e-a920d4104e64">Excell conferences are truly unlike any other industry meeting an advisor could attend. They connect Peak Advisor Alliance members with each other through a highly inspiring environment that highlights the industry&rsquo;s top thought leaders and gives attendees the opportunity to share ideas and learn new best practices. </span></p> <div> &nbsp;</div> </div> <p>&nbsp;</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/peak-advisor-alliance-excell-fall-2014" target="_blank">read more</a></p> http://wealthmanagement.com/peak-advisor-alliance-excell-fall-2014#comments Tue, 27 May 2014 14:02:00 +0000 568841 at http://wealthmanagement.com Raymond James Women’s Symposium http://wealthmanagement.com/raymond-james-women-s-symposium <div class="node-body event-body">From that first meeting 20 years ago, the Women’s Symposium has grown to become an event unmatched in the industry, uniting women from all walks of financial service – and all across the country – for a three-day, jam-packed experience designed to appeal to financial advisors at all stages of their careers. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Renaissance Vinoy Resort</span> <span class="locality">St. Petersburg</span>, <span class="region">FL</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+St.+Petersburg%2C+FL%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p><span id="docs-internal-guid-f35123d9-3561-41d2-08b2-ce67eac8735c">From that first meeting, the Women&rsquo;s Symposium has grown to become an event unmatched in the industry, uniting women from all walks of financial service &ndash; and all across the country &ndash; for a three-day, jam-packed experience designed to appeal to financial advisors at all stages of their careers. Attendees choose among interactive seminars, breakout sessions and inspiring presentations from Raymond James leaders and industry experts. The topics and speakers run the gamut, but the goal remains the same: To help women advisors grow their businesses.</span></p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/raymond-james-women-s-symposium" target="_blank">read more</a></p> http://wealthmanagement.com/raymond-james-women-s-symposium#comments Mon, 14 Jul 2014 14:54:00 +0000 603701 at http://wealthmanagement.com FS-ISAC Fall Summit 2014 http://wealthmanagement.com/fs-isac-fall-summit-2014 <div class="node-body event-body">The specter of a massive cyberattack is the most urgent concern confronting the nation's information technology infrastructure today. The FS-ISAC Summit delivers sought-after solutions that strengthen cyber-security measures and neutralize e-crime offenders. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Washington Marriott Wardman Park</span> <span class="locality">Washington, DC </span>, <span class="region">DC</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Washington%2C+DC+%2C+DC%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p dir="ltr"><span id="docs-internal-guid-f35123d9-356a-42d8-80f7-788658f8bbb9">The specter of a massive cyberattack is the most urgent concern confronting the nation&#39;s information technology infrastructure today. The FS-ISAC Summit delivers sought-after solutions that strengthen cyber-security measures and neutralize e-crime offenders.</span></p> <div> &nbsp;</div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/fs-isac-fall-summit-2014" target="_blank">read more</a></p> http://wealthmanagement.com/fs-isac-fall-summit-2014#comments Mon, 14 Jul 2014 15:03:00 +0000 603721 at http://wealthmanagement.com Context Summits Liquid Alternatives 2014 http://wealthmanagement.com/context-summits-liquid-alternatives-2014 <div class="node-body event-body">Context Summits announces it will host a unique educational conference about liquid alternatives for Registered Investment Advisors (RIAs). The Context Summits Liquid Alternatives 2014 will be held October 14-16, 2014 at The Cosmopolitan of Las Vegas.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">The Cosmopolitan of Las Vegas</span> <span class="locality">Las Vegas</span>, <span class="region">NV</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Las+Vegas%2C+NV%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>Context Summits announces it will host a unique educational conference about liquid alternatives for Registered Investment Advisors (RIAs). The Context Summits Liquid Alternatives 2014 will be held October 14-16, 2014 at The Cosmopolitan of Las Vegas, and will allow RIAs and Institutional Investors who attend to sit down with leading alternative mutual fund and exchange-traded fund (ETF) managers for prescheduled one-on-one meetings&mdash;a rare opportunity for RIAs to complete firsthand due diligence on liquid-alternative strategies.&nbsp;</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/context-summits-liquid-alternatives-2014" target="_blank">read more</a></p> http://wealthmanagement.com/context-summits-liquid-alternatives-2014#comments Wed, 08 Oct 2014 20:08:00 +0000 675021 at http://wealthmanagement.com CFA Institute Conference: Fixed-Income Management 2014 http://wealthmanagement.com/cfa-institute-conference-fixed-income-management-2014 <div class="node-body event-body"><p>How will Federal Reserve tapering affect interest rates and emerging markets? Will China be able to deflate its credit bubble without severe economic disruption? Will weak demand and persistent unemployment in debt-burdened industrialized nations improve the outlook for bonds?</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Hyatt Regency Huntington Beach</span> <span class="locality">Huntington Beach</span>, <span class="region">CA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Huntington+Beach%2C+CA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p dir="ltr"><span id="docs-internal-guid-76d3576a-3575-6056-2e2f-9b3d3dc9fd7d">How will Federal Reserve tapering affect interest rates and emerging markets? Will China be able to deflate its credit bubble without severe economic disruption? Will weak demand and persistent unemployment in debt-burdened industrialized nations improve the outlook for bonds?</span></p> <div> &nbsp;</div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/cfa-institute-conference-fixed-income-management-2014" target="_blank">read more</a></p> http://wealthmanagement.com/cfa-institute-conference-fixed-income-management-2014#comments Mon, 14 Jul 2014 15:19:00 +0000 603731 at http://wealthmanagement.com IRS Valuation Summit http://wealthmanagement.com/irs-valuation-summit <div class="node-body event-body">In 2010, the Southern California of the Appraisal Institute (SCCAI) held the inaugural IRS Valuation Summit for appraisers in Los Angeles drawing rave reviews from all who attended, and the event has grown in size and popularity every year since. In 2014 SCCAI offered to bring the program to Washington, DC to share the knowledge and value with the East Coast appraisal community and AIDC agreed to partner in the production.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Grand Hyatt Washington</span> <span class="locality">Washington, DC</span>, <span class="region">DC</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Washington%2C+DC%2C+DC%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>In 2010, the Southern California of the Appraisal Institute (SCCAI) held the inaugural IRS Valuation Summit for appraisers in Los Angeles drawing rave reviews from all who attended, and the event has grown in size and popularity every year since. In 2014 SCCAI offered to bring the program to Washington, DC to share the knowledge and value with the East Coast appraisal community and AIDC agreed to partner in the production.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/irs-valuation-summit" target="_blank">read more</a></p> http://wealthmanagement.com/irs-valuation-summit#comments Thu, 04 Sep 2014 15:45:00 +0000 645571 at http://wealthmanagement.com Capital Link's Dissect ETFs Forum http://wealthmanagement.com/capital-links-dissect-etfs-forum <div class="node-body event-body"><p>Capital Link’s Dissect ETFs Forum provides an interactive platform combining rich educational and informational content, marketing and networking.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">The Metropolitan Club</span> <div class="street-address"> 1 E 60th St, </div> <span class="locality">New York</span>, <span class="region">NY</span> <span class="postal-code">10022</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=1+E+60th+St%2C%2C+New+York%2C+NY%2C+10022%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>Capital Link&rsquo;s Dissect ETFs Forum provides an interactive platform combining rich educational and informational content, marketing and networking.&nbsp; This forum is an extension of Capital Link&#39;s&nbsp;14 year track record success of Capital Link&rsquo;s Annual Closed-End Funds &amp; Global ETFs Forum, which consistently attracts more than&nbsp;1,000+ delegates&nbsp;annually.</p> <p>Financial advisors, institutional investors, RIAs, private bankers, financial planners, fund and asset managers, analysts, and financial media utilize this forum not only as a resource for sharing and evaluating the latest ETF products and trends, but also as an interactive platform for enhancing visibility and establishing the right connections.&nbsp;</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/capital-links-dissect-etfs-forum" target="_blank">read more</a></p> http://wealthmanagement.com/capital-links-dissect-etfs-forum#comments Wed, 17 Sep 2014 20:17:00 +0000 657051 at http://wealthmanagement.com SIFMA Social Media Seminar http://wealthmanagement.com/sifma-social-media-seminar <div class="node-body event-body"><p>Coming back to New York from the west coast, this one-day event brings together experts across multiple fields to further explore the increasingly important issues our industry faces in light of the rapidly changing and growing tools of social media.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">SIFMA Conference Center</span> <span class="locality">New York</span>, <span class="region">NY</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+New+York%2C+NY%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <div> Coming back to New York from the west coast, this one-day event brings together experts across multiple fields to further explore the increasingly important issues our industry faces in light of the rapidly changing and growing tools of social media.</div> <div> &nbsp;</div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/sifma-social-media-seminar" target="_blank">read more</a></p> http://wealthmanagement.com/sifma-social-media-seminar#comments Mon, 14 Jul 2014 15:35:00 +0000 603741 at http://wealthmanagement.com The 10th Annual Jerry A. Kasner Estate Planning Symposium http://wealthmanagement.com/10th-annual-jerry-kasner-estate-planning-symposium <div class="node-body event-body"></div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Santa Clara Convention Center</span> <span class="locality">Santa Clara</span>, <span class="region">CA</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Santa+Clara%2C+CA%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>Join us on October 24 and 25 for the estate planning seminar for attorneys, accountants, certified life underwriters, bank trust and investment officers, financial advisers, and other wealth planning professionals. The seminar will provide attendees with most current information regarding the tax, legal, and financial issues concerning estate planning and trust and estate administration. The program includes a series of individual presentations, lunch, breakout sessions, and an afternoon reception. CLE credit hours offered.</p> </div> <div class="og_rss_groups"></div> http://wealthmanagement.com/10th-annual-jerry-kasner-estate-planning-symposium#comments Wed, 05 Mar 2014 19:41:00 +0000 508781 at http://wealthmanagement.com SIFMA Complex Products Forum http://wealthmanagement.com/sifma-complex-products-forum <div class="node-body event-body">The availability and importance of complex products have grown as retail investors consider these investments to meet their long term goals. Join SIFMA on October 29 to address “complexity” and how it is presenting challenges to firms, financial advisors and investors. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">SIFMA Conference Center</span> <span class="locality">New York</span>, <span class="region">NY</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+New+York%2C+NY%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p dir="ltr"><span id="docs-internal-guid-76d3576a-358c-08d0-388f-f88828f34c96">Discover provides an exclusive opportunity for Pershing clients to interact and connect with Pershing leaders and peers in the broker-dealer community. The conference focuses on the key trends affecting our industry and the solutions available from Pershing to help you increase operational efficiency, navigate the regulatory landscape, compete in the current market and grow your business.</span></p> <div> &nbsp;</div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/sifma-complex-products-forum" target="_blank">read more</a></p> http://wealthmanagement.com/sifma-complex-products-forum#comments Mon, 14 Jul 2014 15:43:00 +0000 603751 at http://wealthmanagement.com Schwab IMPACT 2014 http://wealthmanagement.com/schwab-impact-2014 <div class="node-body event-body">Ask anyone who's attended: the IMPACT conference is something you shouldn't miss. It brings advisors together with influential presenters, exhibitors, and subject-matter experts, for four days of collaborative learning on key industry issues and best practices. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Denver Colorado Convention Center</span> <span class="locality">Denver</span>, <span class="region">CO</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Denver%2C+CO%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p dir="ltr"><span id="docs-internal-guid-260846b5-8d1c-f235-0a40-c032ebb3cd47">Ask anyone who&#39;s attended: the IMPACT conference is something you shouldn&#39;t miss. It brings advisors together with influential presenters, exhibitors, and subject-matter experts, for four days of collaborative learning on key industry issues and best practices.</span></p> <div> &nbsp;</div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/schwab-impact-2014" target="_blank">read more</a></p> http://wealthmanagement.com/schwab-impact-2014#comments Thu, 31 Jul 2014 15:46:00 +0000 618151 at http://wealthmanagement.com National Association of Estate Planners & Councils & The NAEPC Education Foundation 51st Annual Conference http://wealthmanagement.com/national-association-estate-planners-councils-naepc-education-foundation-51st-annual-conference <div class="node-body event-body"><p>NAEPC offers a unique and affordable opportunity to connect with an estimated 500 attendees at the annual conference.</p> </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Marriott Rivercenter</span> <span class="locality">San Antonio</span>, <span class="region">TX</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+San+Antonio%2C+TX%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>NAEPC offers a unique and affordable opportunity to connect with an estimated 500 attendees at the annual conference. In addition, many of these attendees report back to their affiliated local estate planning council about their experience! Don&#39;t miss your opportunity to participate in NAEPC&#39;s only national, face-to-face meeting each year - sign up to sponsor or exhibit now!</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/national-association-estate-planners-councils-naepc-education-foundation-51st-annual-conference" target="_blank">read more</a></p> http://wealthmanagement.com/national-association-estate-planners-councils-naepc-education-foundation-51st-annual-conference#comments Wed, 23 Apr 2014 15:33:00 +0000 542711 at http://wealthmanagement.com SIFMA Annual Meeting 2014 http://wealthmanagement.com/sifma-annual-meeting-2014 <div class="node-body event-body">SIFMA's 2014 Annual Meeting gathers the leaders of the financial services industry together with prominent policymakers and financial media. In one-on-one conversations, thought leaders will share their perspectives on how the financial services industry will best serve tomorrow's economy. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Marriott Marquis New York</span> <span class="locality">New York</span>, <span class="region">NY</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+New+York%2C+NY%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p dir="ltr"><span id="docs-internal-guid-260846b5-8d21-2c89-819f-f40a0d61ed6f">SIFMA&#39;s 2014 Annual Meeting</span> gathers the leaders of the financial services industry together with prominent policymakers and financial media. In one-on-one conversations, thought leaders will share their perspectives on how the financial services industry will best serve tomorrow&#39;s economy.</p> <div> &nbsp;</div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/sifma-annual-meeting-2014" target="_blank">read more</a></p> http://wealthmanagement.com/sifma-annual-meeting-2014#comments Thu, 31 Jul 2014 15:53:00 +0000 618171 at http://wealthmanagement.com The MarketCounsel Summit 2014 http://wealthmanagement.com/marketcounsel-summit-2014 <div class="node-body event-body">The MarketCounsel Summit has, over its seven years, become the industry gathering of the preeminent independent investment advisers, their service providers, and financial industry press. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Four Seasons Hotel Las Vegas</span> <span class="locality">Las Vegas</span>, <span class="region">NV</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Las+Vegas%2C+NV%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p dir="ltr"><span id="docs-internal-guid-260846b5-8d27-1773-5960-8ca93c43f4b4">The MarketCounsel Summit has, over its seven years, become the industry gathering of the preeminent independent investment advisers, their service providers, and financial industry press. The event&rsquo;s focus is assessing the diverse and expanding array of options within the scope of independence in the securities industry, all through the lens of an entrepreneur navigating through a highly-charged regulatory environment.</span></p> <div> &nbsp;</div> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketcounsel-summit-2014" target="_blank">read more</a></p> http://wealthmanagement.com/marketcounsel-summit-2014#comments Thu, 31 Jul 2014 16:00:00 +0000 618181 at http://wealthmanagement.com 2015 Advanced Personal Financial Planning Conference http://wealthmanagement.com/2015-advanced-personal-financial-planning-conference <div class="node-body event-body">Over the course of three intensive days, attendees will have access to thought leaders who will offer tax and economic insights, new planning ideas, a clear understanding of the global environment and market outlook, plus much more. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Bellagio</span> <span class="locality">Las Vegas</span>, <span class="region">NV</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+Las+Vegas%2C+NV%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p><span id="docs-internal-guid-1688bcf7-a4d1-d273-2c9b-f5f077cc5f56">Over the course of three intensive days, attendees will have access to thought leaders who will offer tax and economic insights, new planning ideas, a clear understanding of the global environment and market outlook, plus much more. Learn how to maximize opportunities and bring the greatest value to clients - in one advanced, all-encompassing conference.</span></p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/2015-advanced-personal-financial-planning-conference" target="_blank">read more</a></p> http://wealthmanagement.com/2015-advanced-personal-financial-planning-conference#comments Wed, 12 Nov 2014 16:07:00 +0000 704421 at http://wealthmanagement.com FSI OneVoice 2015 http://wealthmanagement.com/fsi-onevoice-2015 <div class="node-body event-body">FSI’s OneVoice conference is the annual in-person gathering for broker-dealer home office executives. Education and networking sessions are specifically designed for CEOs, senior executives, managers and employees of member and prospective member firms. </div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">JW Marriott San Antonio Hill Country Resort and Spa</span> <span class="locality">San Antonio</span>, <span class="region">TX</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+San+Antonio%2C+TX%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p><span id="docs-internal-guid-1688bcf7-a481-d9e9-6501-9c69837ef21b">FSI&rsquo;s OneVoice conference is the annual in-person gathering for broker-dealer home office executives. Education and networking sessions are specifically designed for CEOs, senior executives, managers and employees of member and prospective member firms.&nbsp;</span></p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/fsi-onevoice-2015" target="_blank">read more</a></p> http://wealthmanagement.com/fsi-onevoice-2015#comments Wed, 12 Nov 2014 14:55:00 +0000 704291 at http://wealthmanagement.com IMCA 2015 New York Consultants Conference http://wealthmanagement.com/imca-2015-new-york-consultants-conference <div class="node-body event-body">The legends of finance and economics highlight the IMCA 2014 New York Consultants Conference on February 9 and 10.</div> <h3 class="location-locations-header">Location</h3> <div class="location-locations-wrapper"> <div class="location vcard"> <div class="adr"> <span class="fn">Sheraton New York Times Square Hotel</span> <span class="locality">New York</span>, <span class="region">NY</span> <div class="country-name">United States</div> </div> <div class="map-link"> <div class="location map-link">See map: <a href="http://maps.google.com?q=%2C+New+York%2C+NY%2C+%2C+us">Google Maps</a></div> </div> </div> </div> <div class="field-desc"> <p>Spend time with some of the legends of finance and economics at the&nbsp;<strong>IMCA 2015 New York Consultants Conference</strong>&nbsp;February 9&ndash;10. This year&#39;s event features Daniel Kahneman, PhD, widely regarded as the world&#39;s most influential living psychologist and winner of the 2002 Nobel Prize in Economics for his work in behavioral economics. Also hear from&nbsp;Sallie Krawcheck, MBA, owner of Ellevate&mdash;a professional women&#39;s networking organization committed to economic empowerment&mdash;and recognized&nbsp;as the senior Wall Street excutive who&nbsp;reimbursed a portion of client losses for poorly performing products. &nbsp;</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/imca-2015-new-york-consultants-conference" target="_blank">read more</a></p> http://wealthmanagement.com/imca-2015-new-york-consultants-conference#comments Wed, 12 Nov 2014 15:04:00 +0000 704381 at http://wealthmanagement.com