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EVENTS & WEBINARS

Learn about the latest technology and the hottest industry topics at our annual conferences, regional roadshows, online webinars and more.

Inside Wealth Virtual Banner Image
Webinar

Inside Wealth Virtual

This years’ kickoff virtual event, Inside Wealth, will bring to the financial community the tools needed to succeed be it wealth planning ideas, investment ideas and innovative technology tools.

Date: 26-Apr-2021 to 28-Apr-2021

Location: Virtual

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Annuities 101: How and When to Use Commission-Free Annuities in a Financial Plan Banner Image
Webinar

Annuities 101: How and When to Use Commission-Free Annuities in a Financial Plan

Today's retirement realities make it challenging for advisors who rely on traditional strategies to deliver income security and the peace of mind it brings to clients. Knowing when and how to leverage Commission-Free and annuity solutions can improve financial outcomes for your clients, and help grow your practice by delivering a differentiated, holistic client experience. One hour of CFP® CE credit will be available for qualified participants.

Date: 28-Apr-2021

Time: 12:30PM ET - 1:30PM ET

Location: Virtual

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6th Annual Family Office Fintech Summit Banner Image
Webinar

6th Annual Family Office Fintech Summit

The Sixth Annual Family Office Fintech Summit 2021, Family Wealth Report’s annual flagship conference, is a forum for discussion of best practice and real-life examples of adopting and investing in technology by multi and single-family offices. In a decade set to change everything – accelerated by COVID-19 – family offices will need to deploy a radically different toolkit to stay ahead. Through a tightly-curated three-day programme of keynotes, panel discussions, masterclasses and peer conversations, our 6th Family Office FinTech Summit will provide our guests with insights and action points around three broad themes: - Making family office work in the digital sphere - Drivers of technological change & investment opportunities (impact, crypto, etc.) - Selecting solutions and making them work: plans, processes and people

Date: 04-May-2021 to 06-May-2021

Location: Virtual

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The Devoe G2 Forum Banner Image
Webinar

The Devoe G2 Forum

Your next-gen is literally the future of your firm. But, are they ready to run the firm? Are they performing at their highest potential? Join us for this interactive, action-packed event across two partial days to access leading industry experts on human capital, career pathing, G2 transitions, financing, and more. You’ll gain tools and a concrete roadmap to optimize your G2 for maximum engagement, results, and retention.

Date: 12-May-2021 to 13-May-2021

Location: Virtual

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Designing an Intentional Strategy for the Next Generation of Advisors Panel Banner Image
Webinar

Designing an Intentional Strategy for the Next Generation of Advisors Panel

It is accepted wisdom that having a plan to add younger advisors is critical to long-term success. But is that enough? Our experts will discuss how the most progressive firms are not only hiring younger advisors, but intentionally creating a culture to support and develop those advisors. And you’ll learn how this strategy can drive differentiation and growth in the future.

Date: 19-May-2021

Time: 4:00PM ET - 5:00PM ET EST

Location: Virtual

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Exchange Fireside Chat: Building Relationships in the Digital Era with Cost-Saving Efficiencies Banner Image
Webinar

Exchange Fireside Chat: Building Relationships in the Digital Era with Cost-Saving Efficiencies

Cathy Messina, VP Professional Services & Advent University, will discuss how distractions in the back office and administrative burdens take away from the client experience. We will uncover cost-saving efficiencies, and how to successfully deploy that cash across the firm in R&D, client experience, and value-added benefits. Learn strategies to manage the new client experience remotely, and keep assets in the door.

Date: 02-Jun-2021

Time: 2:00PM EST - 3:00PM EST

Location: Virtual

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SS&C Deliver 2021 Banner Image
Conference

SS&C Deliver 2021

Join us in 2021 for the industry’s premier event for executives and decision-makers across all SS&C solutions seeking hands-on learning, industry insights, and networking.

Date: 25-Oct-2021 to 27-Oct-2021

Location: New Orleans, Louisiana

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PEI CFO / COO Fall Roundup Banner Image
Webinar

PEI CFO / COO Fall Roundup

Discover solutions to the challenges that have arisen over the past months and prime your private fund operations and finance for the future. Hear from industry and topic experts on themes such as digitization projects, and regulatory frameworks. Take part in an open discussion with your peers from across private markets on ESG implementation, managing teams through disruptive periods and much more.

Date: 16-Nov-2021 to 17-Nov-2021

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