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Advyzon announced the dates and location of the second annual Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida. The inaugural Advyzon Conference took place earlier this year, held February 20-22, 2024 in Phoenix, Arizona, and combined storytelling, immersive programming, and unrivaled technology. The event was not just a user forum, but an influential industry event with not only clients of Advyzon in attendance, but industry thought leaders, influencers, consultants, media, integration partners, and financial advisors and financial services firms of all kinds. Originally published on Business Wire on June 4, 2024. Read full article here. The Alliance of Comprehensive Planners (ACP) shared additional details of their upcoming 2024 ACP Annual Conference, which will take place October 8th -11th, 2024 at Hyatt Regency’s Riverfront Hotel in Savannah, Georgia. The ACP expects over 100 members to attend this year’s conference – in addition to other advisors, partners, sponsors, vendors, and journalists – which will feature a handful of keynote speakers, a plethora of breakout sessions, multiple preconference workshops, a robust exhibit hall, video, podcast, and other media opportunities, social events and receptions, networking, and more. In addition, the ACP will present two awards to ACP members: The Bert Whitehead Visionary Award, created in honor of the founder of the ACP, and the Stewart Farnell Award for Excellence in Mentoring. Originally published on Yahoo! Finance on June 12, 2024. Read full article here. Co-founders Michelle Gruber and Alex Markowitz today announced the official launch of Alteri Wealth, an SEC Registered Investment Advisory and wealth management firm based in Westlake Village, California. Prior to founding the new firm, the two principals, along with Senior Vice President Matthew Mullaly, collectively worked together at Merrill Lynch Wealth Management, where they oversaw over a billion dollars in client assets. Originally published on Business Wire on June 4, 2024. Read full article here. |
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