Top Planning Concerns for UHNW Clients Working with UHNW clients requires more than solid investment management and estate planning, according to advisor Paul Pagnato, founder of the Pagnato-Karp Group. Here are some of the other critical planning areas that advisors need to pay attention to.
Why Advisors Must Embrace Socially Responsible Investing Chat Reynders, chairman and CEO of Reynders, McVeigh Capital Management, an RIA with about $900 million in assets under management, speaks about why socially responsible investing is essential for advisors to better connect with younger generations, avoid liability and improve transparency with clients.
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Effective use of social media can help advisory firms enhance branding, relate to clients and generate leads for new business, says Joanna Belbey, a social media and compliance specialist for Actiance.
The 13th Annual Closed-End Funds & Global ETFs Forum is the only educational, industry, marketing, and networking event to combine closed-end funds and ETFs. This conference consistently draws over 1,000 professionals every year. 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 CEF and ETF products and trends, but also as an interactive platform for enhancing visibility and establishing the right connections.
The 2014 FPA Retreat will be held on May 3 -5 at the Miami Doral Golf Resort.This event is a great opportunity for professionals in the financial planning field to network and learn from industry leaders as they discuss how to influence the future of financial planning. Click here to register: http://fparetreat.org/register
The IMCA 2014 Annual Conference will be held on May 5 - 7 at the Boston Hynes Convention Center. This conference is for advanced professionals, and will provide a wide range of investment insights from reknowned individuals. Click here to register: http://www.imca.org/conferences/imca-annual-conference
The 2014 NAPFA Spring Conference will be held on May 13 - 16 at Grand America, Salt Lake City, UT.
This event was created exclusively for fee-only planners and offers a premier networking and continuing education experience for the top financial planners in the profession.Click here to register: http://www.napfa.org/conferences/login.asp?CONFERENCE_ID=137
The 2014 FINRA Annual Conference will be held on May 19 - 21 at the Renaissance Washington, DC Downtown Hotel.
Securities industry practitioners, peers and regulators will gather at this conference to exchange ideas on timely compliance and regulatory topics. Those who are unable to attend in person can also participate via live broadcast streamed over the Internet. All sessions will be video or audio broadcast live. Online participants receive access to all conference materials, and
The 2014 ICI General Membership Meeting will be held on May 20 - 22 at the Washington Hilton. The meeting will include the 56th Annual General Membership Meeting (GMM), Mutual Fund Compliance Programs Conference, Operations and Technology Conference, and the IDCs Fund Directors Workshop.
These events will bring together the most senior leaders and representatives from diverse areas of the industry and will foster important discussions about serving investors in an evolving world.
The 2014 Pershing Insite Conference will be held on June 4 - 6 at the Westin Diplomat, Hollywood, FL. This is a premier industry event for advisors, and is for home office professionals, RIAs, registered representatives and dually registered advisors alike. The event boasts attendees from more than 20 countries, who will learn about relevant topics facing the financial industry and gain actionable ideas that help them grow their business.Click here to register: http://www.pershing.com/events/insite/register.html
The 2014 Morningstar Investment Conference will be held on June 18 - 20 at McCormick Place, Chicago, IL.The conference features a lineup of leading asset managers, strategists, advisors and executives. Advisors will gain insight on how to maximize income, minimize risk, invest globally, and develop solutions to better serve your clients.Click here to register: http://corporate1.morningstar.com/Morningstar-Investment-Conference/
The 2014 IRI Government, Legal & Regulatory Conference will be held on June 29 - July 1 at JW Marriott in Washington, DC.
This conference is an incredible opportunity to be seen and gain exposure among leading legal, regulatory, compliance and government affairs professionals. Legal and compliance professionals in the insured retirement industry will come away with practical and actionable steps to stay ahead of the curve on the latest legislative and regulatory developments.
Focus 2014 will be held on August 10 - 13, at the San Diego Convention Center, San Diego, CA. This conference is designed for advisors and staff of all levels. It will provide the opportunity for you to: Connect to new ideas and professional resources through hundreds of business sessions Gain valuable knowledge on the latest technologies, operational efficiencies, partner programs and enhancements designed to grow your business Increase your profitability and improve the services you offer to your
The 2014 Bob Veres Insider's Forum will be held on September 9 - 11 at the Hilton Anatole in Dallas, TX.This event is for CEOs, Chief Investment Officers and investment professionals, as well as COOs, key staff members and implementers. Topic themes include the forces that are shaping the advisory firm of the future, how to develop talent within your firm, and how to research and build better investment portfolios for your clients.
The 2014 FPA Annual Conference will be held on September 20 - 22 at the Washington State Convention Center in Seattle, WA.This conference will be a hands-on exploration of the newest trends and techniques in your profession. Using resources from the Journal of Financial Planning and Research and Practice Institute (RPI) the conference will bring you the sharpest tools for practice management. Click here to register: http://fpa-be.org/register/
The IRI Annual Meeting will be held on September 28 - 30 at the Colonial Williamsburg Lodge in Williamsburg, VA. This premier business meeting for the insured retirement industry 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.Click here to register: http://www.myirionline.org/conferences/vision-iri-annual-meeting-2014/registration-information
Tiburon's 2014 CEO Summit XXVII will be held on October 7 - 8 at the Ritz Carlton in San Francisco, CA.
This exclusive event is for Tiburon's executive-level clients and is invite-only. It will focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. This event provides a unique opportunity for senior executives to come together and discuss a range of industy issues.
The 2014 NAPFA Fall Conference will be held on October 21 - 24 at the Westin Charlotte in Charlotte, NC.
This event was created exclusively for fee-only planners and offers a premier networking and continuing education experience for the top financial planners in the profession.
Click here to register: http://www.napfa.org/conferences/login.asp?CONFERENCE_ID=137