JULY’s Annual National Advisor Conference – Dallas, Texas
September 28-29, 2017
If you are a financial advisor interested in growing your business with 401(k) and other qualified retirement plans, please mark your calendar to attend this free event and from leading retirement industry experts.
Pre-conference Event – Texas Rangers vs. Oakland A's September 28, 2017
Conference - The Adolphus Hotel - Dallas, Texas September 29, 2017
Why Should You Attend?
Learn retirement plan prospecting strategies
Leverage new resources from providers
Learn how to take advantage of changing regulations
PowerShares by Invesco is leading the Intelligent ETF Revolution through its family of more than 140 domestic and international exchange-traded funds (ETFs).
Franklin Templeton Distributors, Inc., is a wholly owned subsidiary of Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton Investments. Franklin Templeton Investments provides global and domestic investment management to retail, institutional and sovereign wealth clients in over 170 countries. Through specialized teams, the company has expertise across all asset classes — including equity, fixed income, alternative and custom solutions. The company’s more than 650 investment professionals are supported by its integrated, worldwide team of risk management professionals and global trading desk network. With offices in over 30 countries, the California-based company has 70 years of investment experience and over $728 billion in assets under management as of January 31, 2017. For more information, please visit franklintempleton.com.
PIMCO, founded in 1971, is a global asset management firm that manages investments for an array of clients, including retirement and other assets that reach more that 8 million people in the U.S. and millions more around the world. Our clients include state, municipal and union pension and retirement plans whose beneficiaries come from all walks of life, from educators to healthcare workers to public safety employees. We have a substantial individual investor client base, and work in partnership with financial intermediaries such as Registered Investment Advisors, broker/dealers, trust banks and insurance companies. We are also advisors and asset managers to central banks, corporations, universities, foundations and endowments. With offices in North America, Europe, Asia and Australia, we manage investments across a full spectrum of global financial markets. PIMCO is owned by Allianz Global Investors, a subsidiary of the Munich-based Allianz Group, a leading global insurance company.
T. Rowe Price
Founded in 1937, Baltimore-based T. Rowe Price Group, Inc. (troweprice.com) is a global investment management organization with $810.8 billion in assets under management as of December 31, 2016. The organization provides a broad array of mutual funds, subadvisory services, and separate account management for individual and institutional investors, retirement plans, and financial intermediaries. The company also offers sophisticated investment planning and guidance tools. T. Rowe Price’s disciplined, risk-aware investment approach focuses on diversification, style consistency, and fundamental research.
Acceleration Retirement provides sales, marketing, analytical, and process expertise to retirement plan advisors and plan providers. We accelerate growth, reduce cost, and expand revenue for existing clients. We have made careers out of helping industry professionals optimize their business strategies and hit sales goals.
American Century Investments
American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, American Century Investments’ 1,300 employees serve investment professionals, institutions, corporations and individual investors from offices in New York; London; Hong Kong; Mountain View, Calif.; and Kansas City, Mo. Jonathan S. Thomas is president and chief executive officer, and Victor Zhang and David MacEwen serve as co-chief investment officers. Delivering investment results to clients enables American Century Investments to distribute over 40 percent of its dividends to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization. The Institute owns more than 40 percent of American Century Investments and has received dividend payments totaling nearly $1.3 billion since 2000. For more information about American Century Investments, visit americancentury.com.
The Capital Group values the important role that the investment consultant community plays in the institutional marketplace. Our consultant relationship team is dedicated to cultivating these long lasting partnerships.
Dimensional is a global investment manager dedicated to implementing the great ideas in finance. Founded in 1981, we have a long history of applying academic research to practical investing. Today, we offer a full range of equity and fixed income strategies designed to target higher expected returns. We regard the assets we manage as more than just shares in a portfolio. The money represents the savings, sacrifice, and dreams that investors have entrusted to us. We take this responsibility seriously.
First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively \"First Trust\") were established in 1991 with a mission to offer investors a better way to invest. At First Trust, we are single-minded about providing trusted investment products and advisory services. We\'re inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies.
J.P. Morgan is a global leader in financial services, offering solutions to the world\'s most important corporations, governments and institutions in more than 100 countries. The Firm and its Foundation give approximately US$200 million annually to nonprofit organizations around the world. We also lead volunteer service activities for employees in local communities by utilizing our many resources, including those that stem from access to capital, economies of scale, global reach and expertise.
Delaware Funds by Macquarie
Macquarie Investment Management is committed to the pursuit of consistently superior asset management and unparalleled client service. We strongly believe in our investment processes, the consistent results we seek to deliver, and the value we can add for our clients.
We are dedicated to serving the needs of our clients, who range from financial advisors and individual investors to corporations and endowments.
Tandem Wealth Advisors
We partner with advisors to help deliver an improved client experience. With Tandem, advisors offer something different from expensive mutual funds and insurance-based products, and can grow their practice while maintaining unlimited access to portfolios. Rather than explain the exhaustive specifics of investment options, advisors help clients understand their risk comfort levels. Our holistic, cost-efficient and high-level service allows advisors to deepen client conversations and better understand their needs.
We believe that active and passive investments are not mutually exclusive, so we have developed products designed to offer elements of each.* Our ETFs are built with proprietary methodologies, smart structures and/or uncommon access to offer investors the potential for income, performance, diversification and more.
Pershing provides global financial solutions to advisors, asset managers, broker-dealers, family offices, fund managers, registered investment advisor firms and wealth managers. You can read more about the Pershing family of companies here.
As a business-to-business provider, we help our clients power their business and maximize opportunities. Our clients are leaders in their fields and they choose Pershing because we are a leader in ours.
For 140 years, Prudential Financial has helped individual and institutional customers grow and protect their wealth. We are known for delivering on our promises to our customers, and are recognized as a trusted brand and one of the world’s most admired companies.
Thornburg Investment Management
Thornburg Investment Management offers a variety of mutual funds that can serve as critical components of a diversified portfolio. We seek to add value with active portfolio management to help investors reach their long-term goals. Now more than 30 years into our mission, Thornburg’s investment lineup represents a wide range of fixed income and equity solutions. Each of our offerings originated organically from responsible, sustainable growth, applying the same fundamental research and team approach we have practiced over time.
For more than 25 years, Charles Schwab Investment Management has been driven by a single goal: give investors what they want and need?—?without confusion. We offer clear and focused objectives, a commitment to transparency, and a consistent approach to investing. Our mission is to provide investment professionals and their clients with quality and value in an ever?-?changing market and industry.