401 (k) Retirement Plans: Service - Fidelity Investments
Jered Haag
401(k) Retirement Plans: Technology; Asset Managers: SRI; Disruptors: Industry - Morningstar, Inc.
Megan Green
Asset Managers: Alternatives - LJM Funds
Megan Green
Asset Managers: Corporate Social Responsibility - State Street Global Advisors
Megan Green
Asset Managers: Equities - Russell Investments
Megan Green
Asset Managers: ETF Strategists; Custodians: Thought Leadership - Pershing
Megan Green
Asset Managers: ETFs; Asset Managers: Product Enhancement Thought Leadership; Custodians: Practice Management - Charles Schwab
Megan Green
Asset Managers: Fixed Income - Guggenheim Investments
Megan Street
Asset Managers: Separate Accounts - Natixis
Megan Green
Asset Managers: Social Media Leadership - J.P. Morgan Asset Management
Megan Green
Asset Managers: Education Thought Leadership - BMO Global Asset Management
Megan Green
Broker/Dealers: 1000+ Advisors Corporate Social Responsibility - Voya Financial
Megan Green
Broker/Dealers: Fewer Than 1000 Advisors Corporate Social Responsibility - Parkland Securities LLC.
Jered Haag
Broker/Dealers: 1000+ Advisors Practice Management - Raymond James
Megan Green
Broker/Dealers: Fewer Than 1000 Advisors Practice Management - Sigma Financial
Megan Green
Broker/Dealers: 1000+ Advisors Technology - Cetera Financial Group
Jered Haag
Broker/Dealers: Fewer Than 1000 Advisors Thought Leadership - TD Wealth
Megan Green
Broker/Dealers: Fewer Than 1000 Advisors Transition Support - NEXT Financial Group
Megan Green
Compliance Law Firms - MarketCounsel
Megan Green
Custodians: Technology - Shareholders Service Group
Megan Green
Technology Providers: Portfolio Management; Disruptors: Technology; TAMPs; Technology Providers: Client Portals - Envestnet / Envestnet | Tamarac
Jered Haag
Family Office Client Initiative - Key Family Wealth
Megan Green
Hedge Fund Private Equity - CAIS Group
Megan Green
Insurance - Brighthouse Financial
Megan Green
Investment Banks/Lenders/Succession Planning Consultants - Echelon Partners
Megan Green
Non-Custodial RIA Support Platforms - Dynasty Financial Partners
Megan Green
Succession/Ownership Transition Services – Non-Custodian/Broker/Dealer- Focus Financial Partners
Megan Green
Technology Providers: Account Aggregation; Wealth Reporting/ Personal Finance Managers - Wealth Access, Inc.
Megan Green
Technology Providers: Compliance - Orion
Megan Green
Technology Providers: CRM - Junxure
Megan Green
Technology Providers: Digital Advisors (Robo) - Marstone
Megan Green
Technology Providers: Document Management - Seismic
Megan Green
Technology Providers: Financial Planning, New Applications Innovation - eMoney Advisor
Megan Green
Technology Providers: Platform Innovation - InvestCloud, Inc.
Megan Green
Technology Providers: Portfolio Reporting - InvestEdge
Jered Haag
Technology Providers: Rebalancing - TD Ameritrade
Megan Green
Technology Providers: Risk Tolerance/ Client Profiling- Riskalyze
Megan Green
Technology Providers: Thought Leadership - PIETech, Inc.
Megan Green
Trusts - Fiduciary Trust Company
Megan Green
