Events

Come out and see us!

BridgeFT Sales and Leadership attends many conferences throughout the year to support our advisors and partners. This is also a great opportunity for us to network with other technology vendors and potential partners.

April 28 –
May 1

National Association of Active Investment Managers (NAAIM) Conference in Scottsdale

Uncommon Knowledge® is the nation’s preeminent conference for the Active Investment Manager. With a wide variety of speakers and panelists, plus plenty of networking opportunities, it’s no wonder that this conference has been around for 30 years. You won’t want to miss these 3-4 days packed with information on trading techniques, risk management and investment management strategies, not to mention the latest in technology and marketing tips to run your practice.

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May 13 –
May 16

National Association of Personal Financial Advisors (NAPFA) Conference in Austin

The NAPFA Spring Conference is an event that promises to deliver innovative and educational programs presented by industry leaders. Attend technical sessions that will stir your creative juices and help you look at financial planning from an inventive and imaginative direction. Connect with old acquaintances and make new friends while preparing for business challenges you’ll face during the coming year.

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Sept 9 –
Sept 11

XYPN LIVE in St. Louis

The XY Planning Network is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.

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Sept 12 –
Sept 12

RIA Compliance Consultants 2019 Investment Adviser Compliance Conference in Omaha

Join RIA Compliance Consultants for the 2019 Investment Adviser Compliance Conference where they will address how investment adviser firms can successfully navigate the regulatory maze and adopt appropriate procedures for compliance programs.

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Oct 1 –
Oct 4

NAPFA in Chicago

Attendees at NAPFA National Conferences experience broad-based education on a variety of planning topics, the latest information in industry and regulatory trends and issues, greater insight into NAPFA and its advocacy for consumer protection and fiduciary standards, exposure to the best minds in financial planning, economics, and investments, and interaction opportunities with a peer group committed to putting the client’s interests first.

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Nov 4 –
Nov 7

Schwab IMPACT in San Diego

IMPACT 2019 is the RIA industry’s premier event where thousands of advisors, experts, and solution providers come together to find the best strategies for continuing to elevate client service and firm success. You won’t want to miss it!

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