Connect With Me
×

Please contact your Firm's Group Admin


IAR CE is only available if your organization contracts with Kitces.com for the credit.
Please contact your firm's group administrator to enable this feature.
If you do not know who your group administrator is you may contact [email protected]

Master List Of Financial Advisor Conferences For 2023

BNY Mellon Pershing’s INSITE

June 6-8 | 
Orlando, FL | 

BNY Mellon Pershing’s INSITE focuses on practice management featuring speakers from both inside and outside of the industry. Held annually in the summer, the goal of the conference is building practices. Attendees can also pick up CE credit.

Price: $799
Type: In Person
Early Bird: $499 until 04/21/23
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, RIA, Wirehouse
Organizer: Custodian
Back to All Conferences

Log in to Kitces.com to complete the purchase of your Summit

Forgot my password 

Log in to Kitces.com to complete the purchase of your Course

Forgot my password 

To complete this Course purchase, you must log in to your Kitces.com account, or create a Reader account if you don't already have one.

Login to Kitces.com

Forgot my password 



Don't have an account?

Set up a free Reader Account to save articles and purchase courses.

To complete this Course purchase, you must log in to your Kitces.com account, or create a Reader account if you don't already have one.

Login to Kitces.com

Forgot my password 



Don't have an account?

Set up a free Reader Account to save articles and purchase courses.