Fi360 Conference 2017

The Fi360 Conference is the industry’s premier professional development conference. Founded in 2004, the Fi360 Conference was originally designed to deliver designees with the practical, fiduciary based content they desired to advance their practice. In just a few short years, the agenda grew to boast over 35 unique educational sessions taught by some of the most sought-after industry leaders. As a result, financial service professionals from all over the world asked to participate in the event.

Today, the Fi360 Conference hosts over 600 investment professionals who are looking to grow their fiduciary knowledge base by participating in insightful learning sessions, innovative workshops, and thought-provoking discussions. In 2017, the conference will provide industry professionals a platform where they can learn about the practical implications of the DOL’s 2016 Fiduciary Rule and what they need to know in order to prepare for the January 1, 2018 BICE compliance deadline.

With such a robust agenda and diverse set of attendees coming together in Music City, this is an event you won’t want to miss!


NAPFA Spring Conference – West 2017

NAPFA conferences are high-intensity events packed with educational events, keynote speakers who lead the industry, and opportunities to learn and share with your peers.
Our fee-only focused events vary from our largest National Conference to offering more intimate opportunities to refine your craft.  Whether you want to take some core courses, learn more about communications, key into the best practices for your business, or simply learn more about becoming a NAPFA firm, we have the know-how and an event to suit you.

Envestnet Advisor Summit 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.

This event will host RIAs, independent broker-dealer firms, and Bank and Trust Companies for a three-day meeting that will feature key industry leaders speaking about today’s investment climate as well as strategies to help advisors grow their businesses.

Discover the concepts that are becoming a reality in reshaping the financial services industry. Hear from thought leaders on how strategy and innovation can help move you to that next level. And, learn how to adapt and leverage the tools that can elevate your value and success as your business grows and evolves. This three-day event will not only help you keep pace with a changing world, but also help you show leadership to your clients.

Advisors are given the opportunity to hear from several members of Envestnet’s management team, gain insight on our latest developments in the Envestnet Pavilion and engage with sponsors in the exhibit hall. Take advantage of the opportunity to network with colleagues, other investment professionals, and Envestnet representatives.


InvestmentNews Women Adviser Summit 2017

VARIES

For nearly four years, the Women Adviser Summit has hosted over 700 women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers. Join in on the experience!

Invest in your business, your brand and yourself.

The InvestmentNews Women Adviser Summit, a one-day workshop held in three cities, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

Attend and in one day:

  • Gain proven tools to build your business
  • Learn communication strategies for bridging generation gaps
  • Amplify your brand and value proposition
  • Develop techniques for protecting aging clients
  • Discover a forum to network with peers
  • Feel inspired

Barron's Top Independent Advisors Summit 2017

Barron's is proud to offer this intimate and invitation-only event, where the nation's top independent financial advisors gather for an exclusive chance to share ideas, grow professionally, and network amongst their peers.

The Barron's Top Independent Advisors Summit provides highly detailed and thought-provoking perspectives from top advisors on managing investments, clients and practices.  Much of the content is delivered by members of Barron's Top Independent Advisors, making this conference an extraordinary opportunity to share thoughts with peers and hear what is on the minds of leading practitioners in the industry as they move forward in the ever-changing market.


T3 Advisor Conference 2017

​The leading practice management and technology conference for independent and hybrid financial advisors. Produced by Joel Bruckenstein and friends on an annual basis, advisors will emerge with timely information and insights on how to build a more efficient and profitable business.


TD Ameritrade Conference – National LINC 2017

For over two decades, TD Ameritrade has provided independent Registered Investment Advisors with opportunities to learn about the latest industry trends and business solutions, be inspired by the best people in the industry, network with other like-minded advisors and collaborate to solve current business challenges. Join us at our most anticipated event of the year, National LINC 2017.