The Top Wealth Management Conferences of 2017

Vestmark tracks the cadence of the industry rhythm to stay ahead of the beat. One of the best ways we do this is through active participation in the wealth management industry conference circuit.

Here are a few of our favorite annual events that we think can help you stay on top of industry trends that may impact your business. If you plan to attend one of these events and would like to schedule a meeting, please send us an email. We hope to meet you in person!


January


FSI OneVoice
FSI OneVoice is the annual gathering for broker-dealer, home office executives, with education sessions designed for executives and managers of member firms. 

When: Jan. 23-25, 2017
Where: San Francisco, CA

Vestmark Staff: 
At OneVoice 2017, Rob Klapprodt, President of Vestmark, moderated a panel discussion, “Growing Your Business in the New DOL Fiduciary Environment.” 

Visit their website for information on FSI OneVoice 2018 in Dallas, TX.

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February 


National LINC 2017
TD Ameritrade’s National LINC (Learn. Inspire. Network. Collaborate) is the conference for Registered Investment Advisors to learn, network, and collaborate with fellow problem-solvers within the industry. 

When: Feb. 1-4, 2017
Where: San Diego, CA

Vestmark Staff: 
Vestmark sponsored and hosted a booth during this event.  

Visit their website to learn more.


ABA Wealth Management and Trust Conference 
ABA Wealth Management and Trust Conference is a one-of-a-kind event focused on the future of your business and how to capitalize on fintech and regulatory changes and the range of dynamics influencing advice delivery. 

When: Feb. 22-24, 2017
Where: New Orleans, LA

Vestmark Staff: 
Vestmark will sponsor and exhibit at a booth during this event. 

Visit their website to learn more.

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March 


BISA 2017
The Bank Insurance & Securities Association annual convention brings together bank insurance and investment professionals to meet, network, and learn alongside success-driven education. 

When: March 7-10, 2017
Where: Hollywood, FL

Vestmark Staff: 
Vestmark is pleased to sponsor the Surf’s Up – Networking Reception on Thursday, March 9, 2017. Join us for a cocktail at a vintage beach celebration.

Visit their website to learn more.

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April


SIFMA 39TH Private Client Conference
The SIFMA Private Client Conference is a leading event for financial professionals servicing individual investors. 

When: April 5-7, 2017
Where: Scottsdale, AZ

Vestmark Staff: 
Vestmark is a sponsor and an exhibitor. Feel free to stop by to say hello to Wayne Gilpin, Senior Vice President of Global Partners. 

Visit their website to learn more.


Morningstar Investment Conference 
The annual Morningstar Investment Conference brings together top industry professionals to discuss the latest movements in financial advice delivery, and how these new ideas can be put into practice. 

When: April 26-28, 2017
Where: Chicago, IL

Vestmark Staff: 
Vestmark will host a kiosk during this event. Stop by to meet David Littleton, Managing Director of Advisory Solutions, and Alexander Morris, Managing Director of Advisory Solutions.

Visit their website to learn more

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May 


SIFMA OPS 2017
The 44th annual SIFMA Operations Conference and Exhibition focuses on top operation priorities, including: information technology, risk management, legal and compliance, and clearance and settlement.

When: May 8-11, 2017
Where: Boca Raton, FL

Vestmark Staff: 
Vestmark will sponsor and host a booth during this event. Stop by to say hello to Wayne Gilpin.

Visit their website to learn more.

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October


MMI 2017 Annual Conference 

The 2017 MMI Annual Conference focuses on the future of financial advice and how we propel the wealth management industry forward. 

When: Oct. 2-4, 2017
Where:  Chicago, IL

Vestmark Staff: 
Vestmark will sponsor a booth and Rob Klapprot will moderate a panel discussion, “Operating in  a Post-DOL World,” which will feature insight from Todd Cipperman, Managing Principal at Cipperman Compliance Services, Alastair McKibbin, Managing Director at State Street Global Advisors, Tom O’Shea, Associate Director at Cerulli Associates, and John Shield, Managing Director at CFGI.

Visit their website to learn more

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November


Thomson Reuters Insight Wealth 2017

The Thomson Reuters Insight Wealth conference is a gathering of industry leaders who will tackle the future of wealth management. 

When:  Nov. 13-15, 2017
Where: Miami Beach, FL

Vestmark Staff:
TBD

Visit their website to learn more.


IMPACT 2017

The Charles Schwab IMPACT 2017 conference, the largest gathering of experts and forwarding-thinking advisors, is the hub for industry insights, collaborative learning, and meaningful connections. 

When:  Nov. 14-17, 2017
Where: Chicago, IL

Vestmark Staff:
TBD

Visit their website to learn more



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