Upcoming events

Shareholders Service Group Conference

April 23-25, 2014 San Diego, California

A learning opportunity just for independent RIAs. learn more >

Business Valuation Summit

April 29, 2014 Minneapolis, Minnesota

May 1, 2014  New York City, New York

Learn from the industry's top experts on how to manage business valuation. learn more >  

2014 FPA NorCal Conference

May 27-28, 2014 San Francisco, California

Annual FPA conference for the Northern California region. learn more > 

INSITE 2014

June 4-6, 2014 Hollywood, Florida

A premier industry event for success-minded advisors. learn more > 

Morningstar Investment Conference

June 18-20, 2014 Chicago, Illinois

Minimize risk, invest globally, and better serve your clients. learn more >

Junxure Advisor Conference

September 15-16, 2014 Las Vegas, Nevada

Our 2nd annual event for advisors and their staff. learn more >