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The Conference on Sustainable, Responsible, Impact Investing, is the industry’s seminal event. The 28th annual conference is right around the corner.

Monday, 31 July 2017 06:17

Conference Season is Upon Us!

Exhibiting at an industry conference? Just attending? 
In either case, you've likely paid a steep entrance fee. Make sure you get your money's worth.

Looking for a way to grow your fund? Ready to meet more financial advisors to tell them about your products? 

At a past Morningstar Investment Conference, I spent much of my time going from booth to booth and meeting exhibitors. 

Monday, 23 January 2017 06:00

Are You Conference Ready?

Industry conferences aren't cheap. You've spent the money on your entrance fee so now what? There's a lot to consider as you get conference-ready.

Industry conferences present fund companies an efficient channel to market their products to their target audiences. Often these conferences attract hundreds of advisors, brokers, institutions and/or retail investors, many of which are looking for good investment ideas.

The annual Schwab IMPACT Conference was held last week in San Diego. It’s a four-day gathering of RIAs and the firms providing investment products and services to this important investor category.

There are many financial industry conferences hosted every year. Each event requires a hefty "investment" of time and resources. Choosing which conferences to attend each year can be a daunting task. 

Including industry conferences in your annual marketing plan is a large financial commitment. The following are tips on how to work the event to make the most of your investment.

Monday, 12 September 2016 11:06

Industry Conferences: A Game of Strategy

Plenty of financial industry conferences are hosted every year. Choosing which ones to attend or “invest in” is no easy task. We have compiled and analyzed a number of them to help you make a strategic decision. 

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