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Master List Of Financial Advisor Conferences For 2020-2021

DeVoe M&A+ Succession Summit – Virtual

November 9-10 | 
Virtual | 

The M&A+ Succession Summit is the RIA industry’s pre-eminent source for transaction and transition trends. The Summit provides key insights to RIA decision-makers as they contemplate transaction opportunities and strategies. The event traditionally sells out and draws leaders from RIA firms with an average exceeding $1.5B.

Price: $375-$975
Content Focus: M&A
Channel: RIA
Organizer: Private Organization
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Finally...

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Practice management advice and tools relevant for your business.​

Join 42,904 of your fellow financial

advisors getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​