2016 Sponsors & Exhibitors



Reception Sponsor


 

Fidelity Investments

 

Fidelity Investments
www.fidelity.com/
Fidelity's goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. With assets under administration of $5.0 trillion, including managed assets of $2.0 trillion as of February 29, 2016, we focus on meeting the unique needs of a diverse set of customers: helping more than 25 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with investment and technology solutions to invest their own clients' money. Privately held for nearly 70 years, Fidelity employs 45,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about.



Champagne Toast Sponsor


 

Fidelity Investments

 

Reverse Mortgage Funding LLC (RMF)
www.reversefunding.com/
Learn how the new low-cost reverse mortgage1 from RMF (company NMLS ID #1019941, Equal Housing Lender) may help your clients age 62 and older to effectively leverage an important asset: Home equity. RMF executives were part of the MetLife Bank team that secured the funding that supported the groundbreaking academic research at Texas Tech University — conducted by Harold Evensky, John Salter and Shaun C. Pfeiffer — that evaluated the use of a reverse mortgage. That research, "Standby Reverse Mortgage: A Risk Management Tool for Retirement Distributions," was published in the Journal of Financial Planning and has been widely cited in financial publications as well as leading news media such as the Wall Street Journal. Tom Dickson, RMF’s Financial Advisor Channel Leader, co-designed the reverse mortgage features that were added to MoneyGuidePro in 2014, a leading financial planning program.

To learn the four common uses of reverse mortgages that may close the financial gap for your clients, please contact Tom Dickson at 412-580-5954 or tdickson@reversefunding.com.

1Terms and conditions apply. Not available in all states.


Exhibitors


Broadridge Advisor Solutions

Broadridge Advisor Solutions
www.BroadridgeAdvisorSolutions.com/
Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing their knowledge, and optimizing their practice.
We offer an unmatched breadth of industry-leading advisor productivity tools including: sales, marketing, education, and client communication systems, as well as client data aggregation and reporting tools. Our extensive library of more than 3,500 marketing resources helps advisors attract and convert prospects, service clients more effectively, and increase sales.
For advisors who want to break out from the crowd, build market presence, strengthen relationships, and elevate their professional reputations, Broadridge Advisor Solutions is the smart way to grow. The brands you trust. The expertise you expect. Direxxis, Emerald Connect, Forefield, and Investigo are now Broadridge Advisor Solutions.

 

eMoney Advisor

 

eMoney Advisor
www.emoneyadvisor.com/
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future. For more information, please visit: www.emoneyadvisor.com.

 

J.P. Morgan


J.P. Morgan

www.jpmorgan.com
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $20.5 trillion of assets under custody and $433 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.  Further information about J.P. Morgan is available at www.jpmorgan.com.

 

MetLife


MetLife

www.metlifepro.com/
MetLife, Inc. is a leading global provider of insurance, annuities and employee benefit programs, serving 90 million customers. Through its subsidiaries and affiliates, MetLife holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.

Founded in 1868, MetLife continues to build upon its long history of providing unique solutions for its customers by launching new and innovative products, expanding its role as a leader, and continuing to provide high quality financial solutions that are backed by a trusted, well-recognized brand name and strong financial performance. Today, MetLife counts over 90 of the top one hundred FORTUNE 500® companies among its corporate clients and is the largest life insurer in the U.S. and Mexico.


Media Partner

 

Women in Insurance & Financial Services

 
Women in Insurance & Financial Services

www.wifsnational.org/
1,200+ members strong, WIFS has served as the only national association dedicated to attracting, developing and advancing women in the insurance & financial services industry since 1936. Members benefit from peer to peer connection, mentorship, interactive online tools, National conference, webinars, chapters, mastermind and study groups. Visit www.wifsnational.org to join.


Interested in Sponsoring or Exhibiting?
Connect with hundreds of top financial advisers. Click here to learn more about our audience. For more details on sponsorship packages contact Michael Schott at michael.schott@sourcemedia.com or 212-803-8567.