Practice management “reinvention” is the theme for 2010, a message Pershing, LLC. plans to convey at its annual Insite conference in Hollywood, Florida, June 9-11. With an tenuous economic recovery taking effect and advisors re-investing in their businesses, this year’s conference features former Treasury Secretary Hank Paulson, professor and author Moshe Milevsky, professor and author Jeremy Siegel, and CNN commentator David Gergen as keynote speakers.
Boomer Market Advisor Editor John Sullivan will blog from the event, available on the Investment Advisor Group’s Web sites Investment Advisor, Research, WealthManagerWeb and Boomer Market Advisor. Related speaker and topic information will also be made available.
Breakout sessions in line with this year’s theme include, Asset Consolidation: Simplifying the Big Picture for Your Clients; Changes in the Regulatory Environment: What You Can Expect; Find a New Niche: Become a Retirement Specialist; Estate Planning 2010: What’s Different and What’s Next; and, Redefining Your Value Proposition in Today’s Market.
In all, 25 breakout sessions are planned with 10 keynote speeches. The annual event attracts advisors and broker/dealers executives that partner with Pershing for use of its custody and clearing platform. Past speakers include former Secretary of State Colin Powell, former Fed Chairman Alan Greenspan and investor T. Boone Pickens. The event attracted 1,000 attendees in 2009. According to Frank Piemonte, a spokesman for the event, 1,100 attendees are expected this year. Registered representatives account for 25% of the total; 30% are RIAs or dually registered reps; and the remainder consists of compliance, home office, and administrative personnel.
An additional 600 people will attend as part of the 133 vendor booths constructed in the conference’s exhibit hall.
Pershing works with 1,150 institutional and retail financial organizations and independent registered investment advisors who collectively represent approximately 5 million active investors. Located in 20 offices worldwide, Pershing and its affiliates offer operational support, trading services, technology and practice management support. The company is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche B?rse, the Irish Stock Exchange, and the London Stock Exchange. Pershing LLC is a BNY Mellon company.