CFA Institute GIPS Standard Conference
Join us for a virtual conference that will address key points you need to know to comply with the 2020 edition of the GIPS standards.
Date: 27-Oct-2020 to 29-Oct-2020
Location: Virtual
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EVENTS & WEBINARS
Learn about the latest technology and the hottest industry topics at our annual conferences, regional roadshows, online webinars and more.
Webinar
04-Nov-2020
2:00pm - 3:00pm ET
Virtual
Why Elevating Client Experience Must Be A Top Priority Now
Join us, along with other industry thought leaders, for a panel discussion co-hosted by ThinkAdvisor. The group will discuss how to improve the client experience, provide an overview of current tech trends, and important CX terminology.
Conference
Webinar
Deals & Dealmakers Webcast Series: Build or Buy – or Both
An exclusive webcast series for influencers and decision-makers in wealth management and M&A. This event is intended for Financial Advisors and Strategic Partners of Echelon.
Date: 10-Nov-2020
Time: 4:00pm - 5:00pm EST
Location: Virtual
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Conference
Schwab IMPACT
Get ready for the IMPACT 2020 virtual experience! For our 30th year, all the best parts of IMPACT will come to life in new and meaningful ways. You might even see a special surprise guest or two.
Date: 27-Oct-2020 to 13-Nov-2020
Location: Virtual
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Webinar
Cutter Research Meeting
A conference where Cutter staff and members share expert insights into the latest developments in buy-side investment operations and technology.
Date: 17-Nov-2020 to 19-Nov-2020
Location: Virtual
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Conference
SS&C Deliver 2021
Join us in 2021 for the industry’s premier event for executives and decision-makers across all SS&C solutions seeking hands-on learning, industry insights, and networking.
Date: 25-Oct-2021 to 27-Oct-2021
Location: New Orleans, Louisiana
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