Week In Preview, April 22-28
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Monday, April 22, 2019

Week In Preview, April 22-28

Today the Money Management Institute (MMI) team kicks off their 2019 MMI Women in Distribution Symposium. The two-day event is being held at Morningstar headquarters in Chicago and is co-chaired by Karen Lutomski, managing director and advisor consultant in private wealth advisory at Nuveen, and Anne Steer, head of distribution at Congress Asset Management.

Tomorrow morning, after the market opens, the State Street team will release their Q1 2019 earnings report.

On Wednesday afternoon, after the market closes, the Morningstar team will release their Q1 2019 earnings report, and the Raymond James team will release their Q1 2019 earnings report. RayJay leadership will host their Q1 earnings call on Thursday morning before the market opens.

On Thursday, chairman Brian Rogers will retire from T. Rowe Price, passing the reins to CEO Bill Stromberg.

Also on Thursday, the Invesco team will release their Q1 2019 earnings before the market opens in the morning. Also before the market opens, Invesco leadership will host their earnings call.

Also on Thursday, the teams at Federated and Principal will release their Q1 earnings after the market closes in the afternoon. Leadership with both companies will host earnings calls on Friday morning.

On Friday morning, before the market opens, the Franklin Resources team will release their fiscal Q2 2019 earnings. Leadership will host an earnings call later that morning.

Also on Friday morning, leadership at Charles Schwab will host their spring business update.

On Sunday, the Association of Investment Management Sales Executives (AIMSE) team will kick off their 42nd annual Marketing & Sales Conference. The three-day event will be held at the Arizona Biltmore in Phoenix.

This week on the defined contribution side of the industry, Sheri Fitts is co-hosting a workshop. Our sister publication, 401kWire, has more details.

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