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Friday, September 25, 2015

More Than 2,000 Advisors Converge on Beantown

Reported by Neil Anderson, Managing Editor

More than 2,000 financial planners, fundsters, and other industry insiders are converging on Beantown this weekend.

Jill Schlesinger
CBS News
Business Analyst, Keynote Host for FPA BE Boston 2015
Tomorrow the Financial Planning Association (FPA) will officially kick off its annual conference, FPA-BE Boston 2015, at the Boston Convention and Exhibition Center. Pre-conference sessions are already underway, and the opening session is scheduled for 10am tomorrow. The conference will conclude on Monday afternoon.

Big speakers slated to take the stage include: Jim Craig, a member of the 1980 "Miracle on Ice" gold-medal-winning U.S. hockey team; Sharon Epperson, senior personal finance correspondent for CNBC; Michio Kaku, chair of theoretical physics at the City University of New York (CUNY); Vanessa Oligino, an RIA practice management expert; Jill Schlesinger, business analyst for CBS News, who will be keynote host for the conference; David Meerman Scott, a marketing and sales strategist and international best-selling author; and Marcia Wagner, retirement plan legal eagle and principal of the Wagner Law Group.

The big BE party is slated for Sunday night.

Sponsors of this year's FPA conference include several mutual fund shops: American Funds [profile], iShares [profile], Jensen Investment Management [profile], and Vanguard [profile]. Other exhibiting fund firms include: Adirondack Funds [profile], Artisan Partners [profile], Charles Schwab [profile], DFA [profile], FAM Funds [profile], Fidelity [profile], Hancock Horizon Funds [profile], LMCG Funds, Pimco [profile], Prudential [profile], Rainier Investment Management [profile], Saturna Capital [profile], SEI Investments [profile], SSgA [profile], T. Rowe Price [profile], TIAA-CREF [profile], USAA [profile], Waddell & Reed [profile], and Westcore Funds [profile

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