Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Week In Preview, September 25-October 1 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 25, 2017

Week In Preview, September 25-October 1

News summary by MFWire's editors

The ICI's 2017 Tax and Accounting Conference, which began yesterday in San Antonio, continues today. NAGDCA's annual conference also continues today, in Milwaukee.

Today in Scottsdale, Arizona, the eMoney Advisor team kicks off their 2017 summit, this time at the Fairmont Scottsdale Princess. They expect to attract more than 600 FAs and other attendees to the three-day event, which is sponsored by the Carson Group, Envestnet, Fidelity (eMoney's parent), and a host of other RIA-focused companies.

Tomorrow informa will host its 2017 UCITS & AIFMD London conference, this time at the Millennium Knightsbridge Hotel. Dillon Eustace and Finance Malta are partners on the two-day conference.

On Wednesday the Plan Sponsor Council of America (PSCA) team will host their Omaha event, at the Gallup Riverfront Campus. The half-day event will wrap up at lunch time.

Also on Wednesday morning, Pageant's Fund Intelligence team will host a breakfast briefing on "The Future of Retail Distribution" at the Lambs Club in New York City. Broadridge is sponsoring the event, which will feature remarks from: Bobby Brooks, managing director and head of retail sales at Deutsche Asset Management; Frank Polefrone, senior vice president of product development at Broadridge's Access Data; Kate Thompson, managing director and head of U.S. retail at Allianz Global Investors; and Jeff Tjornehoj, director of fiduciary and fund research at Broadridge.

On Thursday the Fixed Income Analysts Society, Inc. (FIASI) will continue its speaker series with a cocktail reception featuring remarks from Gregory Peters, managing director of PGIM Fixed Income. The event will be held at the Cornell Club in New York City.

Also on Thursday, the Women in Pensions Network (WiPN) will host its Baltimore regional event. The happy hour will be held after work at the Center Club and will feature remarks from Suzanne Ricklin, vice president and head of relationship management at T. Rowe Price Retirement Plan Services.

On Sunday the LPL Retirement Partners team will kick off their four-day conference for LPL's elite 401(k) plan advisors (KPA). The annual event is being held this time at the Terranea Resort in Rancho Palos Verdes, California. 

Edited by: Neil Anderson, Managing Editor


Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. IMEA CMO Roundtable, May 14
  2. Envestnet Elevate 2024, May 14-15
  3. The Expect Miracles Foundation 5th Annual Distance Challenge, May 14-21
  4. ALFI Golf Tournament In New York, May 14
  5. MFDF webinar - The Improvisational Leader Callback Session, May 14
  6. ICI & ASECA: Celebrating 100 Years of the Mutual Fund, May 14
  7. WE U.S. - 10th Annual Event at InsideETFs, May 14
  8. WE Boston - Women's Initiative Joint Spring Networking Reception, May 15
  9. SEC IM 2024 Conference on Emerging Trends in Asset Management, May 16
  10. MFDF In Focus: Making Sense of ESG - A Morningstar Guide, May 16
  11. ALFI Roadshow to the USA, May 16
  12. 2024 ICI Leadership Summit, May 21-23
  13. MFDF webinar - Mutual Fund Director Compensation: the MPI Annual Survey (2024), May 21
  14. Schwab Institutional Investor Day, May 22
  15. MFDF Conference of Fund Leaders Forum, June 5
  16. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  17. 2024 Nicsa Fearless Leadership Symposium, June 12
  18. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  19. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  20. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  21. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  22. New York YPEM Cornhole Classic, June 25
  23. Morningstar Investment Conference Conference 2024, Jun 26-27
  24. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  25. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  26. MFDF Director Discussion Series - Open Forum (New York), July 23




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use