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Monday, September 25, 2017

Week In Preview, September 25-October 1

News summary by MFWire's editors

The ICI's 2017 Tax and Accounting Conference, which began yesterday in San Antonio, continues today. NAGDCA's annual conference also continues today, in Milwaukee.

Today in Scottsdale, Arizona, the eMoney Advisor team kicks off their 2017 summit, this time at the Fairmont Scottsdale Princess. They expect to attract more than 600 FAs and other attendees to the three-day event, which is sponsored by the Carson Group, Envestnet, Fidelity (eMoney's parent), and a host of other RIA-focused companies.

Tomorrow informa will host its 2017 UCITS & AIFMD London conference, this time at the Millennium Knightsbridge Hotel. Dillon Eustace and Finance Malta are partners on the two-day conference.

On Wednesday the Plan Sponsor Council of America (PSCA) team will host their Omaha event, at the Gallup Riverfront Campus. The half-day event will wrap up at lunch time.

Also on Wednesday morning, Pageant's Fund Intelligence team will host a breakfast briefing on "The Future of Retail Distribution" at the Lambs Club in New York City. Broadridge is sponsoring the event, which will feature remarks from: Bobby Brooks, managing director and head of retail sales at Deutsche Asset Management; Frank Polefrone, senior vice president of product development at Broadridge's Access Data; Kate Thompson, managing director and head of U.S. retail at Allianz Global Investors; and Jeff Tjornehoj, director of fiduciary and fund research at Broadridge.

On Thursday the Fixed Income Analysts Society, Inc. (FIASI) will continue its speaker series with a cocktail reception featuring remarks from Gregory Peters, managing director of PGIM Fixed Income. The event will be held at the Cornell Club in New York City.

Also on Thursday, the Women in Pensions Network (WiPN) will host its Baltimore regional event. The happy hour will be held after work at the Center Club and will feature remarks from Suzanne Ricklin, vice president and head of relationship management at T. Rowe Price Retirement Plan Services.

On Sunday the LPL Retirement Partners team will kick off their four-day conference for LPL's elite 401(k) plan advisors (KPA). The annual event is being held this time at the Terranea Resort in Rancho Palos Verdes, California. 

Edited by: Neil Anderson, Managing Editor


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