Upcoming events

T3 Conference - Advisor Edition

February 12-14, 2015 Dallas, Texas

A gathering of independent advisors and their staff to learn from leading technology thinkers. learn more >

SSG Conference

April 22-24, 2015 San Diego, California

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

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 >

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 >