Upcoming Events

December 2016

MarketCounsel Summit Miami Beach, FL December 5-8, 2016 The MarketCounsel Summit returns to the Fontainebleau Miami Beach from December 5-8, 2016 for what will again be the industry's most explosive event. We invite you to join us for this unparalleled opportunity to learn from our powerful agenda and speakers and, most importantly, engage in intimate networking among the industry's leading growth-oriented firms.
CFA Institute - Los Angeles Los Angeles, CA December 13, 2016 Join us for the inaugural Venture Capital and Fintech Symposium to hear from those in this rapidly growing segment of the alternative investment markets.
GTE Wealth Forum IV Miami Beach, FL December 10-14, 2016 The GTE Wealth Forum is an invitation-only event which brings together senior investment decision makers from premier RIAs and Bank Trusts, with leading Fund Managers for a series of pre-scheduled, one-one-one, twenty-five minute due diligence meetings.
War Room: Trump Agenda HiddenLevers.com December 15, 2016 So Trump won. Now that this reality has set in, markets are pricing in a pro business future. Instead of focusing on misplaced fear or hope, let's articulate the good, bad, and ugly economic outcomes.

February 2017

TD Ameritrade LINC San Diego, CA February 1-4, 2017 National LINC is designed to bring you a range of effective ways to Learn, be Inspired, Network and Collaborate with likeminded professionals and thought-leaders across the industry.

April 2017

Raymond James Elevate Orlando, FL April 24-27, 2017 The Raymond James Financial Services National Conference for Professional Development is where independent advisors can connect with their peers and firm leaders, expand their knowledge and explore new ideas.