How Motif Investing Is Targeting Advisors Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.
The 2015 T3 Conference will be held from February 12 - 14 at the Hilton Anatole in Dallas, TX. The conference is an opportunity for independent advisors and their staff to learn from leading technology thinkers and to interact with the technology wizards who are creating the solutions they need to build a more profitable practice.
The 2015 BISA Annual Conference will be held from March 4 - 6 at the Westin Diplomat in Hollywood, FL.
This conference is the industry's premier event designed to bring together bank insurance and investment professionals nationwide to experience three-days of exclusive networking opportunities and success-driven education. Leave this meeting equipped with key business strategies and best practices that you can implement immediately within your organizations.It is designed for: Program CEOs, Presidents, Managers, Chief Compliance officers and
The IMCA 2015 Annual Conference will be held from April 26 - 29 at the Aria Resort in Las Vegas, NV.The conference is for advanced professionals, and will provide a wide range of investment insights from reknowned individuals. It will be worth 20* CE credits. Registration will be open at a later date.*Subject to change
Bank Investment Consultant is a wealth management magazine dedicated to financial advisors in the bank channel. The print magazine comes out monthly along with a host of emails and updates that come out daily and weekly. It is published by SourceMedia.