Agenda
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Speakers
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Our Sponsors
For sponsorship opportunities please contact
Dan Rubinetti at drubinetti@investmentnews.com or 212-210-0432
Sabrina Straub at sstraub@investmentnews.com or 646-437-7956
Premier Sponsor
If you’re a financial advisor with a single-minded focus on doing right by clients, Commonwealth is the Registered Investment Adviser–independent broker/dealer whose vision is in sync with yours. Whether you operate as a Registered Representative, Registered Investment Advisor, Investment Advisor Representative, or Hybrid advisor, you can take full advantage of a community that exists solely to help you serve your clients and support your business at every stage of its evolution. Let us tell you about a technology platform that integrates every aspect of your clients’ financial lives into a single holistic view. An infrastructure that offers the advisory services, research, and other resources you need to deliver what’s best for clients. And direct access to the support you need at every level, including from our managing partners.
Premier Sponsor
J.P. Morgan is a trusted investment firm with over 200 years of proven expertise that has led to over $1.7 trillion in assets invested with us by our clients. Our diverse global teams leverage strategic insights from around the world that allow our clients to have both the feel of using a boutique firm but the resources that come with a global brand. We leverage proprietary tools and models that allow us to build more efficient portfolios that help our clients make the most of their money so they can make the most of their lives.
Premier Sponsor
Raymond James was built on a unifying mission – our business is people and their financial well-being. Advisors who are drawn to this ideal are anything but uniform. They come from a vibrancy of cultures, backgrounds, societies, and experiences. We believe supporting advisors whose diversity reflects the world in which we live is vitally important, not only to the firm’s mission but to the future of our industry. The Advisor Inclusion Networks support advisors and the communities they represent, providing resources, strategies, and a forum for sharing ideas designed to enhance their business. A natural extension of our culture, the networks align with our vision to be a financial services firm as unique as the people we serve.
Premier Sponsor
RBC Wealth Management provides trusted advice and wealth management solutions to individuals, families, and institutions around the world. We bring diverse expertise and deep knowledge to the sophisticated financial needs of our clients. We are forward-looking, innovative, and committed to helping our clients thrive and communities prosper.
Premier Sponsor
The SPS Family consists of two broker-dealers, Sigma Financial Corporation and Parkland Securities, LLC; a Registered Investment Advisory firm, Sigma Planning Corporation; and a back office, known as BD Ops, LLC. The companies, based in Ann Arbor, Michigan, are under common ownership and led by an experienced executive team. The SPS Family prides itself on personal service to independent registered representatives and investment adviser representatives from across the United States. We consider our representatives family as we strive every day to provide them “Independence. DELIVERED.”
Premier Sponsor
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow.
Registration Sponsor
Headquartered in St. Louis, Missouri, Wells Fargo Advisors has approximately 35,000 team members, including over 14,500* Financial Advisors, who serve our clients in all 50 states. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it’s a commitment. It’s about honoring our relationship with clients and being fully invested in their success.
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