Events and webinars
Get up to date about events, trade shows, webinars, and other helpful content.
Past events and webinars
September 19, 2024
Event
Invest in Others Awards
The Invest in Others Awards program recognizes financial advisors who are making a difference with charities across the country and around the world.
September 19, 2024
LinkedIn Live | Virtual
Change Management Made Simple: Partnering with the Right Tech Vendor
Wealth management firms face a critical dilemma: should they build new technology in-house or buy from external providers? Both options carry significant risks. This uncertainty often leaves firms paralyzed, fearing that after investing in new tech, they might be left without the necessary support to fully leverage it. In this LinkedIn Live session, Lenny Vernovsky, PMP, VP of Client Onboarding, and Eric Esfahanian, VP of Enterprise Sales, will explore the importance of finding the right tech partner—one who stands by their clients long after the initial onboarding process. They will also dive into how Advisor360° is leading the way in providing extraordinary support to ensure that our clients continue to thrive in a digital-first world.
September 5, 2024
Event
Wealthies
WealthManagement.com will honor the best companies, people, and organizations that support financial advisor success at its annual Industry Awards, a.k.a. "The Wealthies."
August 1, 2024
Webinar | Virtual
The Productivity Edge: Streamlining the Advisor Workload
Advisor360° invites you to watch our webinar—The Productivity Edge: Streamlining the Advisor Workload. Tune in for a brief, high-level demonstration of Advisor360°’s easily integrated multi-custodial platform, including our award-winning Digital Onboarding solution.
July 25, 2024
LinkedIn Live | Virtual
How to Simplify Account Transitions for Advisors and Clients
Patrick Noonan, Sr Product Manager for Wealth Management and Insurance, and Collin Ross, Product Manager at Advisor360°, discuss account transitions and what they mean for firms trying to attract advisors, and for advisors themselves who are moving firms or buying large books of business. How can this process be streamlined—making the transition far easier with fewer interruptions for both the advisor and client? Tune in to this LinkedIn Live to find out.
June 20, 2024
LinkedIn Live | Virtual
Advisor Marketing Trends with Chuck Failla and Jeff Schwantz
Advisor360° CRO Jeff Schwantz sits down with Chuck Failla, host of the goRIA podcast by Investment News, to discuss advisor marketing in the RIA space and our findings on the topic from the 2024 Connected Wealth Report.
June 4-6, 2024
Event | Nashville, TN
BNY Mellon | Pershing INSITE 2024
Join us at INSITE 2024 for an exceptional fintech experience! Discover insights from top speakers, engage in interactive forums, and network with industry leaders. Shape the future of fintech with us!
May 30, 2024
LinkedIn Live | Virtual
Boosting Advisor Productivity with Advisor360°’s Solutions
Senior Product Managers Patrick Noonan, Meredith Connell, and Ben Davis discuss how Advisor360°’s solutions ramp-up advisor productivity throughout the entire wealth management process—from marketing and prospecting to reviewing and maintaining financial plans.
April 25, 2024
LinkedIn Live | Virtual
Advisor360°’s Envestnet Integration
Patrick Noonan, Sr Product Manager for Wealth Management and Insurance, and Meredith Connell, Sr Product Manager of Wealth Management at Advisor360°, discuss how the Advisor360° platform seamlessly integrates with Envestnet to streamline workflows, processes, and general productivity across the practice.
April 17 - 19, 2024
Event | Charlotte, NC
Beacon Strategies: Innovators Roundtable
Join us at the roundtable dedicated to exploring next generation ideas and technologies, and how they can impact advisors in their quest to differentiate themselves, along with help streamline back-office and regulatory demands.
April 8-10, 2024
Event
Tiburon CEO Summit XLVI
This semi-annual summit features more than twenty working sessions, an extensive panel discussion, and two networking-based events.
March 26-28, 2024
Event | Austin, TX
Beacon Strategies: Operational Excellence
Bringing together operational leaders for a dynamic roundtable that explores the art of the possible in support of advisors and their investor customers.
March 28, 2024
LinkedIn Live | Virtual
Multi-Custodial Solutions: Pershing, Schwab, Fidelity, and Beyond
Featuring Patrick Noonan, Product Manager for Wealth Management and Insurance, and Meredith Connell, Sr Product Manager of Wealth Management at Advisor360°, this LinkedIn Live will focus on what it means to be multi-custodial, why it’s so important to firms—for onboarding, advisor recruiting, and much more—and how Advisor360° is addressing this need through platform enhancements.
March 5-8, 2024
Event | Hollywood, CA
BISA Annual Convention
Join us at the annual BISA convention. This event strives to foster innovation for future success, encapsulated in the theme, “Innovate Today. Thrive Tomorrow.” In today’s rapidly changing landscape, staying ahead requires innovative thinking, creative solutions, and forward-looking strategies.
February 29, 2024
LinkedIn Live | Virtual
Compliance LinkedIn Live
Featuring Patrick Noonan, Product Manager for Wealth Management and Insurance, and Steven Niedzwiadek, Product Manager for Compliance, this LinkedIn Live will prioritize getting in and staying in compliance with current and future industry regulations while highlighting the platform features that Advisor360° offers to accomplish this.
February 22, 2024
Webinar | Virtual
Cramer Roundtables: OPS and TECH
Founded by Jack Cramer in 1997, Cramer & Associates is a financial services company headquartered in Buffalo, N.Y. Meet us at the roundtable focused on sales management and sharing strengths among a curated group of financial services executives.
January 29-31, 2024
Event
FSI OneVoice 2024
For two decades, FSI has been the voice of our industry in Washington, D.C. and the states, advocating on behalf of independent financial advisors and firms.
January 22-25, 2024
Event
T3 Technology Conference 2024
Explore a Past, Present and Future of Pioneering Innovation in Financial Services and Wealth Management.
January 25, 2024
LinkedIn Live | Virtual
The Future of Wealth Management Technology
The 2024 Connected Wealth Report uncovers the current deficiencies in wealth management solutions, emphasizing the urgent need for technological evolution.
December 13, 2023
LinkedIn Live | Virtual
Unlocking the Future of Wealth Management: How to Lead the AI Revolution
AI, especially machine learning, is transforming industries, including wealth management.
November 30, 2023
Webinar | Virtual
Operating Smarter: AI and the Future of Financial Services
An in-depth discussion surrounding the benefits AI integration brings to your wealth management firm’s existing workflows and processes.
November 26, 2023
LinkedIn Live | Virtual
Revolutionizing Client Onboarding through Enhanced Digital Solutions
Join Patrick Noonan, Wealth Management Product Manager, and Meredith Connell, Sr Product Manager of Wealth Management at Advisor360°, for an insightful discussion on transforming the client onboarding experience.
November 17, 2023
LinkedIn Live | Virtual
FinTech Talk: How to create an integrated wealth experience
We discuss the future of financial advising and how our partnership will help to deliver a world class experience.
October 26, 2023
Event
Cramer Roundtables, Sales Management
This roundtable is focused on sales management and sharing strengths among a curated group of financial services executives.
October 19-21, 2023
Event
WPI Fintech Conference
The Business School at Worcester Polytechnic Institute (WPI) and the Future Finance and Economics Association (FFEA) will hold their inaugural conference “Fintech for Inclusivity, Growth, and the Future”.
October 11-13, 2023
Event
MMI Annual Conference
Three days of expert perspective, enlightening conversations, and unparalleled opportunities to connect in-person with investment advisory leaders and colleagues.
September 20, 2023
Event
Invest in Others Awards
The Invest in Others Awards program recognizes financial advisors who are making a difference with charities across the country and around the world.
September 10-13, 2023
Event
Future Proof
Future Proof brings together top professionals from the wealth management ecosystem to provide insights, workshops, panel discussions, and exclusive networking opportunities to drive growth and innovation in the industry.
September 7, 2023
Event
Wealthies
WealthManagement.com will honor the best companies, people, and organizations that support financial advisor success at its annual Industry Awards, a.k.a. "The Wealthies."
June 6-8, 2023
Event
BNY Mellon | Pershing INSITE 2023
Mark your calendar for the financial community’s essential event as we reimagine the future of wealth management.
May 31 - June 3, 2023
Event
Wealth Management EDGE
An integration of three industry-leading events, this conference offers real-world solutions to improve firm functionality.
May 15-18, 2023
Event
SIFMA Operations Conference & Exhibition
SIFMA’s Ops Conference has gather operations, technology, and regulatory leaders to drive forward industry initiatives.
May 1-3, 2023
Event
Tiburon CEO Summit XLIV
This semi-annual summit features more than twenty working sessions, an extensive panel discussion, and two networking-based events.
March 29-30, 2023
Event
MMI Summit 2023
The MMI Summit attracts the “who’s who” within the industry. Network with more than 500 firm executives in the field.
March 13-16, 2023
Event
T3 2023
Join Joel Bruckenstein, The Godfather of FinTech, and his team as they share the latest industry advancements.
February 26 - March 1, 2023
Event
BISA 2023 Annual Convention
The annual BISA convention offers industry executives the opportunity to connect, network, and learn from one another.
January 23-25, 2023
Event
FSI OneVoice 2023
Learn more about FSI OneVoice, the annual in-person gathering for independent financial services firm executives.
December 6, 2022
Webinar
Advisor Tech Wish List: What advisors expect from their technology
Technology and financial advice go hand in hand. Join us as we discuss the current role technology plays in the world of wealth management.
October 19-21, 2022
Event
MMI Annual Conference 2022
3 days of expert insights, provocative discussions, and the chance to connect with industry colleagues and peers.