Sheryl Garrett, Mark DiGiovanni, Ali Swofford, Guest Bloggers

A crucial question for HNW clients: What is money for - and what should advisors do in response to the answer?

Swofford, Ali.png

Lindner Capital Advisors

Garrett Planning Network

Marathon Financial Strategies

Chartis Insurance

Sheryl Garrett

Mark DiGiovanni

Ali Swofford

<p>This section contains news and coverage about the dozens of conferences held in the advisory industry every year. Those conferences range from annual events put on by the big custodians to small hands-on workshops hosted by law firms, consultants and tech companies, among others. RIABiz can't cover all the conferences, but this page includes our stories about those we have written about.</p>

<p>We hope that getting a flavor of the different gatherings helps you decide which are worthwhile attending and &mdash; if you're in the conference business yourself &mdash; what clicks with attendees and what doesn't. Have a suggestion for a conference we should cover? Email me, Brooke Southall at <a href="mailto:brooke@riabiz.com">brooke@riabiz.com</a>.</p>

Conferences

A Lindner Capital Advisors symposium recently answered some sticky questions with help from Meir Statman and others.

A crucial question for HNW clients: What is money for - and what should advisors do in response to the answer?

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