Registration

REGISTRATION FOR THE SUMMIT IS NOW CLOSED


If you have any questions, please contact 212.210.0238 or by email at lrussell@investmentnews.com.

CANCELLATIONS: Any cancellations received in writing before March 28, 2012 will receive a refund minus a $75 administrative charge. Thereafter, refunds are not available.



2012 Sponsors
GOLD SPONSOR
Allianz
Silver Sponsor
Cole CapitalInvescoNatixis

FEATURED SPEAKERS

KEYNOTE SPEAKER:

Moshe A. Milevsky

Executive Director, IFID Centre

Natalie Choate

Nutter McClennen & Fish LLP

James M. Delaplane

Principal, Government Relations, Vanguard

Registration

REGISTRATION FOR THE SUMMIT IS NOW CLOSED


If you have any questions, please contact 212.210.0238 or by email at lrussell@investmentnews.com.

CANCELLATIONS: Any cancellations received in writing before March 28, 2012 will receive a refund minus a $75 administrative charge. Thereafter, refunds are not available.



2012 Sponsors
GOLD SPONSOR
Allianz
Silver Sponsor
Cole CapitalInvescoNatixis

FEATURED SPEAKERS

KEYNOTE SPEAKER:

Moshe A. Milevsky

Executive Director, IFID Centre

Natalie Choate

Nutter McClennen & Fish LLP

James M. Delaplane

Principal, Government Relations, Vanguard

Registration

REGISTRATION FOR THE SUMMIT IS NOW CLOSED


If you have any questions, please contact 212.210.0238 or by email at lrussell@investmentnews.com.

CANCELLATIONS: Any cancellations received in writing before March 28, 2012 will receive a refund minus a $75 administrative charge. Thereafter, refunds are not available.



2012 Sponsors
GOLD SPONSOR
Allianz
Silver Sponsor
Cole CapitalInvescoNatixis

FEATURED SPEAKERS

KEYNOTE SPEAKER:

Moshe A. Milevsky

Executive Director, IFID Centre

Natalie Choate

Nutter McClennen & Fish LLP

James M. Delaplane

Principal, Government Relations, Vanguard

Featured video

Events

Building digital relationships with a human touch

The word "robo" has stopped being a four-letter word for financial advisers. But how can it be an asset? Quovo's Jeff Hendren explains.

Video Spotlight

Will It Last As Long As Your Clients Do?

Sponsored by Prudential

Video Spotlight

The Catalyst

Sponsored by Pershing

Latest news & opinion

Brian Block's $4 million bonus was tied to a key metric at ARCP

Prosecution rests case in fraud trial against CFO of American Realty Capital Properties.

Edward Jones is winning the Google search war

Brokerage firm's digital marketing investment helps land it at the top of local and overall search engine results, report finds.

Voya's win in 401(k) fee suit involving Financial Engines bodes well for other record keepers

Fidelity, Aon Hewitt and Xerox HR Solutions are currently defending against similar fiduciary-breach claims.

Collective investment trusts getting more attention from 401(k) advisers

The funds are catching on due largely to lower costs and more product availability, but come with some inherent drawbacks.

Vanguard rides robo-advice wave to $65B in assets

Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print

REGISTRATION FOR THE SUMMIT IS NOW CLOSED


If you have any questions, please contact 212.210.0238 or by email at lrussell@investmentnews.com.

CANCELLATIONS: Any cancellations received in writing before March 28, 2012 will receive a refund minus a $75 administrative charge. Thereafter, refunds are not available.



2012 Sponsors
GOLD SPONSOR
Allianz
Silver Sponsor
Cole CapitalInvescoNatixis

FEATURED SPEAKERS

KEYNOTE SPEAKER:

Moshe A. Milevsky

Executive Director, IFID Centre

Natalie Choate

Nutter McClennen & Fish LLP

James M. Delaplane

Principal, Government Relations, Vanguard