| | | | Inside the Mind of the NextGen Investor |
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| | | With Kunal Kapoor, CEO, Morningstar |
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| Kunal Kapoor, CFA, is Chief Executive Officer of Morningstar. Before assuming his current role in 2017, he served as president, responsible for product development and innovation, sales and marketing, and driving strategic prioritization across the firm. |
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| | | | | | Michael Kitces, Chief Financial Planning Nerd, Kitces.com |
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| In addition to being the Chief Financial Planning Nerd at Kitces.com, Michael is the Head of Planning Strategy at Buckingham Wealth Partners, the co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd's Eye View. |
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A serious amount of capital... |
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| A serious group of decision makers... |
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| | | | Kevin Corbett
Managing Director, Corporate Development & Strategy
Mariner Wealth Advisors |
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| | Your pass grants you access to Inside ETFs, WealthStack and RIA Edge.
Advisors can upgrade to Advisor Plus for access to exclusive learning and networking opportunities, guaranteeing you an invaluable conference experience. Find out more.
Register online using code FKF2485EXEM, call +1 888 670 8200 or email [email protected]. |
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| | | Sponsor the event and get an edge on the competition. Get in touch today to grab the best spots and discuss how we can help you raise your brand profile, demonstrate your thought leadership and enhance your networking opportunities.
Find out more online or contact Dan at [email protected] or call
1-917-294-9517. |
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