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.
IMCA 2017 Annual Conference Experience San Diego, CA April 30 - May 3, 2017 Learn the latest in navigating a new era in financial regulation.

May 2017

2017 Envestnet Advisor Summit Dallas, TX May 3-5, 2017 The Envestnet Advisor Summit has become a “must attend” event within the wealth management industry with over 2,000 investment professionals from around the country expected to participate in 2017.
2017 FPA DFW Annual Conference Irving, TX May 10 - 11, 2017 The goal of this event is to help professionals advance their careers in the financial planning industry by providing insight into current trends, advanced educational sessions and professional development.
2017 Fi360 Conference Nashville, TN May 21 - 24, 2017 Today, the Fi360 Conference hosts over 500 investment professionals who are looking to grow their fiduciary knowledge base by participating in insightful learning sessions, innovative workshops, and thought-provoking discussions.