Financial Advisor and Private Wealth magazines are accepting nominations for an all-star research team in conjunction with their upcoming conference for research managers at financial services firms.
The Fiduciary Gatekeeper Research Manager Summit (FIRMS) will be held in Boston Sept. 25-27 and will provide research professionals the chance to meet in small settings with leading investment managers from around the country. "The goal of this conference is to minimize the traditional due diligence path by enhancing access, insight and interaction in a collegial educational setting and to empower decision makers," said David Smith, group publisher of Charter Financial Publishing Network, which publishes the two magazines as well as several others.
For their first annual Due Diligence/Research Manager All-Star Team, the magazines are soliciting nominations from any industry professional at asset management, RIA, broker-dealer, banking and wirehouse firms. For more information on nominating a research manager, contact Jennifer Rhatigan at [email protected].