“AXA” is the brand name of AXA Equitable Financial Services, LLC and its family of companies. AXA companies offer financial protection and wealth management and are premier providers of advice, retirement strategies and life insurance. AXA has been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, and enable them to realize dreams for their loved ones and their legacy. AXA’s primary life insurance company, AXA Equitable Life Insurance Company, is among the largest life insurance and retirement savings companies in the United States, with nearly 2.7 million customers nationwide. More than 5,100 AXA Advisors financial professionals assist individuals, families and business owners in creating strategies that help them move forward on the road to financial security. We are the primary U.S. subsidiary of the global AXA Group, a worldwide leader in financial protection strategies and wealth management with 102 million clients in 56 countries and ranked the #1 insurance brand in the world for six consecutive years.
As the industry’s leading custodian for independent registered investment advisors (RIAs), Schwab Advisor Services is dedicated to helping advisors achieve their business goals. For more than 25 years we have supported firms of all types and sizes and earned the trust of over 7,500 advisors. Visit advisorservices.schwab.com. Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Schwab.
Fidelity Institutional Wealth Services® provides a comprehensive custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and turnkey asset managers (TAMPs), as well as retirement recordkeepers. For more information about Fidelity’s services, please visit http://fiws.fidelity.com.
Founded in 1937, Baltimore-based T. Rowe Price Group, Inc. is a global investment management organization with $1.04 trillion in assets under management as of May 31, 2018. The organization provides a broad array of mutual funds, subadvisory services, and separate account management for individual and institutional investors, retirement plans, and financial intermediaries. The company also offers sophisticated investment planning and guidance tools. T. Rowe Price’s disciplined, risk-aware investment approach focuses on diversification, style consistency, and fundamental research. For more information, visit troweprice.com or our Twitter, YouTube, LinkedIn, and Facebook sites.
First Annual Awards Luncheon
October 9, 2018 | Edison Ballroom | New York, NY
240 W. 47th Street
New York, NY 10036
Tel: (212) 201-7650
228 W 47th Street
New York, NY 10036
Tel: (212) 840-5000
A dedicated room block has been reserved for guests at a special negotiated rate of $239 per night, plus applicable taxes. Rooms are available on a first-come, first-serve basis and the special rate is expected to sell out quickly.
Click here for more information on parking and directions.