Upcoming events

SSG Conference

April 22-24, 2015 San Diego, California

The Shareholders Service Group's free event for independent Registered Investment Advisors. learn more >

Envestnet Advisor Summit

May 6-8, 2015 Chicago, Illinois

Leverage the latest technology innovations from Envestnet and Envestnet | Tamarac. learn more >


June 3-5, 2015 Orlando, Florida

Learn what’s trending and evolving in the industry. learn more >

AdventConnect 2015

June 15-17, 2015 Las Vegas, Nevada

Annual conference of industry experts featuring the latest in Advent's solutions and services. learn more >

Morningstar Investment Conference

June 24-26, 2015 Chicago, Illinois

Investment insights and analysis from top mutual fund managers and industry leaders. learn more > 

Laser App Financial Services Conference

August 18-21, 2015 San Diego, CA

Annual technology conference for RIAs, Broker-Dealers, and more. learn more >

NorthStar Summit

September 21-23, 2015  Nashville, Tennessee

A gathering of NorthStar companies' leading edge technology firms. learn more >

Insider's Forum

September 28-30, 2015  Chandler, Arizona

Bob Veres' conference designed to help financial professionals run and grow a prosperous business. learn more >

Laser App Advisor Convention

October 7-8, 2015 Las Vegas, Nevada

Advisor event focused on leveraging technology to increase efficiency and streamline the practice. learn more > 

Junxure Advisor Conference

October 8-9, 2015  Las Vegas, Nevada

Designed for advisors and their teams, Junxure's annual conference focuses on providing practical, real-world solutions that help advisory firms increase efficiency and profitability. learn more >