The 39th Annual SIFMA's Private Client Conference 2017 | Securities Industry and Financial Markets Association (SIFMA) | 5 April 2017 | Scottsdale, Arizona, United States
Venue
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| Event Date | Wed Apr 5 EDT - Fri Apr 7 EDT (over 7 years ago) |
| Location | Scottsdale, Arizona, United States |
| Region | Americas |
Details
SIFMA's Private Client Conference convenes leaders from across the private wealth management industry to examine the most topical issues facing the business. Join us in Scottsdale, AZ for a new program focusing on financial advice amidst rapidly changing technology, regulations, and demographics.
Speakers
Sppeakers for 2017
Lisa Kldd Hunt,
Executive vice President International Services and Special Business Development Charles Schwab & Co., Inc.
David J. Kowach,
President and Head Wells Fargo Advisors
Penny Pennington,
Principal, Client Strategies Group Edward D. Jones & Company, Inc.
Andy Sleg,
Head of Merrill Lynch Wealth Management Merrill Lynch
Clara Shih,
CEO and CoFounder Hearsay Systems
Michael Smerconish,
Host of The Michael Smerconish Program on SiriusXM and CNN's Smerconish Contributor, Newspaper Columnist and BestSelling Author
Sponsors & Partners
Sponsors for 2017
Titanium Sponsors:
BRADLEY INVESTMENT CENTER
RAYMOND JAMES
hearsay system
Daimond Sponsors:
dow jones
Federated
Fidelity
Gold Sponsors:
northhighland
Pershing
Silver Sponsors:
THENEXTLEVEL