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

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

Rating:Custodian Planning Advisor Show Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, February 27, 2003

Custodian Planning Advisor Show

Reported by Sean Hanna, Editor in Chief

Fund sales pros need to mark their calendar as another advisor custodian is preparing a client conference. Ameritrade Institutional is planning its first client conference for next September, Jim Wangsness, senior vice president of Ameritrade Advisor Services, told the MFWire.com.

"It will not be a traditional show with a big exhibitor hall," said Wangsness in obvious reference to the Schwab Institutional Conference. He said that the initial conference will take a more educational tone and focus on three themes: practice management, marketing and product.

It will also carry a "week of fun" theme. Wangsness said that Ameritrade intentionally coordinated the timing of the conference to correspond with the NAPFA Midwest Regional conference and the Financial Advisor Symposium. All three conferences will be held in Chicago. NAPFA runs from September 11 to 12 (Thursday and Friday), Ameritrade's Client Summit is September 15 and 16 (Monday and Tuesday) and the Financial Advisor Symposium is on the 17th.

"We are a platinum sponsor at the FAS conference and are planning events around all three events," said Wangsness.

The Ameritrade conference will be held at the Marriott in Chicago. 

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




©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