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Financial Advice Conferences

Displaying 6 results

Topic
  • News
  • July 22, 2021

As in-person conferences restart, attendees want one thing above all else

New report shows financial adviser conference attendees are less impressed with sponsor status than they are with solid content from those sponsors.

Topic

What advisers really want from the next in-person conference

More than a year of virtual events highlighted the appeal of quality content, and could change the look and feel of industry events that will now have to balance glitz, content, fees and virtual access.

Topic

Welcoming the return of industry conferences

Betting that conditions will improve and restrictions be lessened in coming months, a sprinkling of fintech companies and others in and around the financial advice business have announced a resumption of live conferences to be held later in the year.

Topic

Looking ahead to the next normal

A clear takeaway from the current normal is that reduced opportunities to engage with peers leaves a real void

Topic
  • News
  • September 16, 2020

Morningstar conference takes hard look at active management

The keynote presentation examined why active managers are a crucial ingredient of an efficient market

Topic
  • News
  • October 10, 2019

Outcry over Ken Fisher comments could mark turning point for industry conferences

Advisers foresee more awareness about the need for an inclusive atmosphere.