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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.

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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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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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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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