Advisors from across the country gathered June 23-25 at McCormick Place in Chicago for the 22nd annual Morningstar Investment Conference.
Morningstar will release research and ratings for the top 50 529 college savings plans this fall, covering 97% of the total assets in 529 plans, according to Laura Lutton, editorial director.
More than 1,400 officials from across the industry gathered May 5-7 at the Marriott Wardman Park Hotel in Washington, D.C., for the 52nd annual Investment Company Institute General Membership Meeting.
Roughly 300 mutual fund industry professionals attended the 9th Annual Capital Link Closed-End Funds and Global ETFs Forum April 28 at The Metropolitan Club in New York City.
The Mutual Fund Directors Forum held its tenth annual policy conference in Washington, D.C., on April 15-16.
The American Society of Pension Professionals and Actuaries held its annual 401(k) Summit at the World Center Marriot in Orlando, Fla., from March 14-16.
Industry folk coming together in Phoenix for the 2010 Investment Company Institute Investment Management Conference had so much to kick around in formal sessions and elsewhere that it was hard to pick the No. 1 topic.
Representatives from mutual fund firms, recordkeepers, third-party administrators, consultants and other industry leaders braved the weather in Florida last week at the 21st annual Society of Professional Asset-Managers & Record Keepers (SPARK), conference Nov. 8-10.
Charles Schwab & Co. hosted 2,700 fund industry officials--including 1,200 advisors--last week for IMPACT2009, the Next Step, at the San Diego Convention Center.
The Investment Company Institute 2009 Tax and Accounting Conference took place in Orlando last week.
While Liz Ann Sonders, Charles Schwab & Co.’s chief investment strategist, was careful to point out that she was in fact not wearing rose-colored glasses, she did present an optimistic view of the economy Tuesday morning during the opening session of the Schwab Impact Conference in San Diego.