Last week I attended the annual Wealth Management Conference hosted by the Chicago Society of the CFA Institute. I have attended this conference every year for the past several years and couldn’t help but notice that attendance appeared to be less than half of previous years. This economy has been unkind to many industries. It…
Laura Carley attended Lunch & Learn event hosted by Young Professionals of Overland Park (YPOP) Laura attended the first seminar held by Young Professionals entitled “The Local Housing Market and How it Affects You”. Presenters from INTRUST Bank and ReMax discussed the local market outlook and explained why economic factors are starting to create a more…
Laura Carley attended an FPA luncheon featuring guest speaker Ms. Stacey Janssen, J.D. The talk focused on Stacey’s core areas of expertise including Special Needs Trusts and Medicaid. Ms. Janssen provided an educational lecture which focused on protecting the assets of those with special needs or disabilities and assisting them is becoming pre-qualified for Medicaid.
Brian Hackleman, Compliance Officer, attended Best Practice Forum with other compliance professionals in the Kansas City Metropolitan area. Brian is meeting quarterly with other like-minded compliance officers to discuss recent industry developments. This “Best Practice Forum” provides an opportunity to interact with peers and learn how others are reacting to changes impacting the industry. The…
BCWM now subscribes to Investment Adviser Watch (IA Watch). IA Watch is a provider of compliance news and guidance to executives in wealth management. The subscription also includes the printed and electronic version of the IA Week newsletter. The newsletter complements the website with analysis of enforcement trends and the latest regulatory actions specific to…
