FPA Annual Symposium
June 19 | Irondequoit Country Club | Rochester, NY

Eric Leeper, CFA, VP of Research and Analysis, will present "Acquisition & Succession = The Growth Machine" and "Creating Your Legacy by Partnering with the Next Generation Talent."

Click here for more information.


SoCal Super Session Study Group
June 26 | Dimensional Fund Advisors | Santa Monica, CA


Eat or Be Eaten: The Future of Advisory Ownership
July 16–18 | Various Locations

The evolving industry has fueled the increase in acquisition, leading to a trend of consolidation and creating steeper competition for not only clients but growth. In order to thrive and grow, you should be willing to adjust and to find ways to be a nimble and creative acquirer and business developer. 

Join FP Transitions and Live Oak Bank for a special strategy session focusing on the future of the industry and your place in it.

Click here for more information.