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.
Sept 9 –
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.
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.
Oct 1 –
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.
Nov 4 –
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!
April 24 – April 26 Shareholder Services Group (SSG) Conference in Torrey Pines
Shareholders Service Group Conference is a great opportunity to take back what you’ve learned at the conference and apply it to your practice. Meet with your peers and hear from industry experts on a variety of timely practice management and technology topics.
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.
May 13 – May 16 National Association of Personal Financial Advisors (NAPFA) Conference in Austin
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors — highly trained professionals who are committed to working in the best interests of those they serve. Their Spring conference brought in more than 500+ attendees in Austin, Texas.