Connect With Me

Please contact your Firm's Group Admin

IAR CE is only available if your organization contracts with 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 2023-2024

BNY Mellon Pershing’s INSITE – Pending Reschedule

June 10-12 | 
Chicago, IL | 

BNY Mellon Pershing’s INSITE focuses on practice management featuring speakers from both inside and outside of the industry. Held annually in the summer at varied locations across the US, the goal of the conference is building practices. Attendees can also pick up CE credit, with 37 CE hours already planned.

Price: 250-750
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Custodian
Michael Kitces
Michael Kitces


Back to All Conferences