MarketCounsel, CFDD, T3 and Schwab vie for advisors to attend their fall conferences
As competition for RIA time and money grows, many events are catering to more defined niches
Blane Warrene
We could not agree more on the sentiment of live events versus virtual. We have found that connecting in person remains a powerful way to build relationships. Virtual events, such as webinars, are an excellent additional to the approach of working with peers, customers, partners and prospects – but not a replacement for the face to face meeting.
We are participating in several of the events mentioned – and often it is one of the only opportunities to meet in a targeted way with folks in a particular discipline on a large scale (compliance, practice management, technology). Well worth the investment.
Bill Winterberg
RIA conferences are only inconvenient if one attends and gets low returns in terms of new ideas, connections, and business opportunities.
As a speaker for many RIA events, I work hard to embed high value and practical takeaways in each of my presentations. I hope attendees appreciate learning something new about how to apply technology to their businesses and conference organizers benefit from positive feedback and increased attendance at future events because of the quality content provided.
Roxytha SamDim
Hey ! I am thankful for the information . Does anyone know if my assistant might locate a fillable a form copy to complete ?
Related Moves
Mark Tibergien sets up Ben Harrison to challenge Schwabitrade with a $150 million cut to Pershing's minimum and millions more to develop Veo-busting technology
The CEO suite hand-off in Jersey City pulls a trigger on a plan to bypass Fidelity's and eventually Schwab's custody units by luring disaffected RIAs.
March 11, 2020 at 7:58 AM
Pershing restores Ben Harrison as sole heir to Mark Tibergien -- for now -- but solo tenure may be temporary, with other top talent in the wings
Co-Head Maura Creekmore's departure leaves Harrison at the top by default, but the company is mum on future hiring and how much RIA autonomy gets sacrificed in name of 'convergence.'
January 19, 2023 at 3:31 AM
Behind the scenes, Ben Harrison's rise to replace Mark Tibergien at Pershing was more shock and awe than a symphonic succession
Harrison's appointment was baked in the cake -- or not -- and Tibergien departed with Swiss-watch precision in Moss Adams-style--or not.
March 13, 2020 at 7:22 AM
TD Ameritrade's board suddenly pushes out Tim Hockey after his big misread of RIAs; Tom Bradley name-dropped as successor
The CEO broke the TD promise never to compete with RIAs, took it back and got sent packing
July 23, 2019 at 4:30 AM
See more related moves
MarketCounsel | HamburgerLaw
Compliance Expert, RIA Set-up Firm, Regulatory Consultant
Top Executive: Brian Hamburger
TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO
Hamburger Law Firm
Legal Services for RIAs
Top Executive: Brian Hamburger
Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien
Diamond Consultants
Recruiter
Top Executive: Mindy Diamond
