We’ve turned the industry’s only study on succession planning into a live event that you cannot afford to…
Thursday, October 18 DAY ONE 4:00pm– 5:00pm Networking Reception Friday, October 19 DAY TWO 7:00am –…
Register today for $449 and receive a free copy of 2012 Succession Study results.
Kelli Cruz Director, Research & Consulting, IN Adviser Solutions Ms. Cruz leads IN…
PRESENTING SPONSOR Over 30 years ago*, Cambridge set out to partner with…
We’ve turned the most respected and relevant study on advisory firm profitability into three live events that you…
Kelli Cruz Director, Research & Consulting, IN Adviser Solutions Kelli Cruz leads IN…
PRESENTING SPONSOR Pershing Advisor Solutions LLC (member FINRA, SIPC) is an affiliate…
Listen as this year’s speakers and panelist show how advisers can incorporate alternative products and strategies into their…
