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Upcoming Events

Financial Services Institute / Upcoming Events

Upcoming Events

OneVoice 2013

Nov 2018

Thursday, November 16, 2017 @ 2pm EST
Maneuvering the DOL Rule: Executing around Uncertainty, Costs and Unintended Consequences

Although certain key requirements of the DOL rule are on the shelf, today advisors are accountable to meet “Impartial Conduct Standards”. What does this mean? Firms face business disruption for process changes on rollovers, due diligence and advisor compensation. While many process changes will be driven in-house, the Fintech toolbox to solve them will likely come from third-party service providers. Forward-thinking firms and advisors are looking to move sooner rather than later to transform fiduciary standards into a competitive advantage. This webinar explores three operational challenges and technology solutions to help raise the bar.

 

Jan 2018

Jan 29-31                      OneVoice 2018

Gaylord Texan Resort & Convention Center>, Grapevine, TX

 

June 2018

June 5-6                      FSI Capitol Hill Day

Embassy Suites D.C. Convention Center, Washington, D.C.

 

Sept. 2018

Sept. 24 – 26              2018 FSI Forum

The Grand America Hotel Salt Lake City, UT

 

Jan. 2019

Jan. 28 – 30              OneVoice 2019

New Orleans Marriott, New Orleans, LA

 

Jan. 2020

Jan. 27 – 29              OneVoice 2020

Sheraton San Diego Hotel & Marina, San Diego, CA

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Who to Contact

If you have any questions about our events, please contact:

Michelle Allgauer
Vice President of Meetings, Marketing & Education
202 204 6422
Email Michelle