The annual event for advisors - investment professionals, RIAs, dually registered and hybrid advisors as well as senior-level product and marketing executives- hosted by Pershing will take place June 3-5 at The Hyatt Regency Orlando in Florida. The factors that are rapidly redefining today's business environment for advisors, broker-dealers and other professionals in our industry to exam: The growth of global wealth, new and wide ranges of investment solutions, changing client expectations and other important developments in the marketplace.
INSITE 2015 will feature nearly 40 sessions around technology, regulation and practice management. Keynote speakers include Madeleine K. Albright, the first woman to be named Secretary of State of the United States and Chair of Albright Capital Management; Dr. Ben S. Bernanke, two-term chairman of the Board of Governors of the Federal Reserve System; Derek Jeter, a five-time World Series champion and New York Yankees captain. Mr. Jeter is pursuing philanthropic and entrepreneurial ventures; Leon E. Panetta, the 23rd Secretary of Defense and former Director of the Central Intelligence Agency.
Presentations and sessions will center on: Management and Protection of Clients' Wealth; Positioning Yourself for Growth; Rev Up Retirement Practices; How to Stay Ahead of the Regulatory Curve and Transformation Through Technology.
To learn more or to register, please visit www.INSITE2015.com.