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John Swolfs: Event-focused organizations around the world are trying to hold their events in the most timely and effective manner that they are able. Inside ETFs and the rest of the financial event industry are all looking forward to having more flexibility after Covid has passed.

Oisín's Bits: With COVID-19 spiking in 27 states, RIA events like Wealth/Stack fight for late 2020 conference slots • Black Diamond taps startup Canoe for alternatives reporting • DOL quantifies RIA numbers

The InsideETFs event will compete with InvestWest for coveted late 2020 date, but without Josh Brown's stardust • SS&C's move follows Addepar advance and will include Advent products• The DoL sees net gains in RIAs of about 300 a year

July 8, 2020 at 2:23 AM

Josh Brown: The majority of conferences are staged by journalistic enterprises, custodian brokerages, professional organizations, asset management firms or software companies. This is going to have a program created by advisors

Josh Brown launches by-and-for RIA event, Wealth/Stack, in Arizona but with pay-to-speak slots for sponsors

With partner Barry Ritholtz, he frontlines a technology-leaning gathering in Scottsdale but Inside ETFs owns/runs the event and vendors will gain their customary influence

March 26, 2019 at 12:02 AM

Will Clemens started his career as a Morgan Stanley analyst covering Advent Software and he veered toward RIA technology.

Zephyr gets sold again, this time to a subsidiary of a Swiss giant

Leading the way is Will Clemens, an ex-Advent Software executive, who will continue to run the unit from the shores of Lake Tahoe

October 12, 2012 at 3:06 AM

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