As part of its coverage of the FPA Business Solutions 2011 conference in Boston, Financial Advisor magazine presents these photos taken by Mike Byrnes, who covered the conference for FA.
Around 350 attendees gathered at the FPA Business Solutions 2011 conference in Boston March 3-5, 2011. Those in from out of town were treated to some 12-degree New England weather. As you can see, the Charles River is still partially frozen in the first week of March.
Carey Austin, SVP of FirstSouthwest, was the first speaker at the conference and spoke on "Merging Practice Management, Investment Management and Risk Management--a New Perspective." She is seen here with Joe Turk, a VP with the firm.
Austin said, "Looking forward, we see advisors merging their practice management, investment management and risk management.
Being able to take client objectives, and merge them into technologies that monitor all the clients' needs, and simultaneously be able to apply risk strategies to protect clients' assets will be an ever larger mandate by advisors.
When an advisor can say: 'I'll protect your portfolio, I'll be tax sensitive, and I can deliver on these promises efficiently,' everybody wins."
Spenser Segal (standing), moderated the Custodial Integration panel. Panel members (left to right) were Adam Moseley of Charles Schwab Advisor Services, Jon Patullo of TD Ameritrade Institutional, Andrew Duggan of Pershing Advisor Solutions, and Edward O'Brien of Fidelity Institutional Wealth Services.
These four individuals from industry-leading custodians talked about technology integration, work flows, and new smart phone and tablet services--all in an effort to better utilize an advisor's time.
Members on the panel, Best Practices When Using Social Media, included (left to right) Marie Swift, president and CEO of Impact Communications; Mike Watson (moderator) of TD Ameritrade Institutional; Andy Gluck, CEO of Advisor Products Inc.; and Scott Brown, associate director at Market Counsel.
Michael O'Keefe, managing director at Cisco, mentioned that his company is "betting on the farm" on the future use of video on the Internet. His presentation was entitled, "Collaborating with Clients: The Next Generation Is Here."
Marvin Tuttle Jr., executive director and CEO of FPA.
Marc Freedman, president of Freedman Financial, and Stephen Wershing, president of The Client Driven Practice (right), spoke on "Role Reversal: Engaging Your Clients As Your Advisors."
Mike Watson (second from right) of TD Ameritrade Institutional, led a sponsored lunch session, "Finding Your True North." Here is a picture of the TD team in front of their booth (left to right): Vanessa Oligino, Katie Desai, Kelly Caffrey, Geraldine Hansell, Mike Watson and Greg Menefee.
Waldemar Kohl, vice president of practice management of Fidelity Institutional Wealth Services, in front of the Fidelity Investments booth.
Sharon Herbst (left) moderated "Key Insights from Recent Industry Benchmarking Studies." The panel (left to right) included Kelli Cruz, Dan Inveen and Matt Matrisian.
Martin Kurtz, president of FPA.
Spenser Segal ended the conference with an exercise to figure out what was at the top of each advisor's list following the conference. A helpful exercise to conclude three days full of great presentations and panels.
Mike Byrnes, president of Byrnes Consulting, is a contributor to Financial Advisor Magazine and covered the conference for FA. His articles on the conference include Advisor And Publisher, Become A Recognized Expert Online, Social Media Compliance Is A Gray Area and Six Technology Tips From The FPA Conference.