As part of the 2014 BISA Annual Convention, Scivantage will moderate a panel event on Thursday, March 6, 2014 highlighting industry-wide shifts toward the self-directed investment channel as the key to retaining next generation assets. “Integrated Wealth Management – The Race for Next Generation Assets” will be moderated by Joe Stensland, Scivantage Executive Vice President of Product and Delivery Management, alongside Alois Pirker, Research Director at Aite Group, and Jim Goodwin, President of Riperian, Inc.
Taking place at the Westin Diplomat, in Hollywood, Florida, from March 5-7, 2014, the BISA Annual Convention is designed to bring together investment professionals to discuss key business strategies and best practices, and provide a forum for networking and exploring the industry’s latest strategic, marketing, product, technology and operational issues.
In addition to participating in the March 6th panel event during BISA, Scivantage will be located at Booth #402. We look forward to seeing you there!