Broker Check

Upcoming Events & Webinars

Affiliated Advisors Annual Retreat

Affiliated Advisors Annual Retreat

June 26 - 27, 2024

Details coming soon!

Past Events & Webinars

W Forum 2024

W Forum 2024

March 11-13, 2024

W Forum is Osaic's premier event exclusively for the women in our network where they hear keynote speakers, participate in break-out sessions and financial professional-led workshops, and network with their peers. This year we had several advisors from our network join for the conference in Hollywood, Florida...including many of those that just recently affiliated!

FCM Holiday Party

FCM Holiday Party

December 8, 2023

We were thrilled to host a 2023 holiday party for our advisors at our FCM (Freedom Capital Management) office in Holmdel, New Jersey! It was a great opportunity to step out of the office, come together, and celebrate the festive season! Special thanks to Ed Curtin and Diversified Brokerage Services for hosting.

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ConnectEd: Phoenix, AZ

ConnectEd: Phoenix, AZ

October 22-25, 2023

ConnectED is Osaic’s annual conference geared toward its financial advisors. The event features a variety of educational sessions, keynote sessions and networking activities all designed to boost the efficiency of financial professionals. We had a great turnout of advisors join us this year in Phoenix, Arizona for the conference!

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Midwest Networking Dinner

Midwest Networking Dinner

September 14, 2023

Our Midwest advisors came together for a dinner sponsored by First Trust! Our advisors appreciated the continuing education opportunity at the fabulous 6Smith on Lake Minnetonka. Many thanks to Ross Neuman and First Trust for sponsoring.

Meet Our Advisors
Affiliated Advisors Retreat: Brooklyn, NY

Affiliated Advisors Retreat: Brooklyn, NY

June 21 - 22, 2023

The 2023 Affiliated Advisors Retreat was an unforgettable experience! Attendees challenged their thinking, forged lasting connections, and pursued excellence. The event offered industry insights, top-notch speakers, and valuable networking opportunities. Advisors from across the country collaborated, shared experiences, and expanded their knowledge. It was a must-attend retreat for anyone seeking professional growth.

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NXT: Louisville, KY

NXT: Louisville, KY

May 23 – 25, 2023

Advisor Group’s Wealth Management Symposium, or WMS, was reimagined and rebranded to a conference of forward thinking and innovation – we were excited to introduce attendees to NXT (“next”)!

NXT was designed for the financial professional of tomorrow. This event dove into trends shaping our industry and featured forward thinkers to help participants prepare for what was to come. The goal of NXT was to bring together financial professionals serving the next generation of investors and help them meet the demands of tomorrow’s client.

Whether attendees were just starting in the industry or well-established in their business, seeking to secure their legacy, or looking to shape the next 15-20 years of wealth management, this event was for them!

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Transitioning Your Broker Dealer is Easier Than You Think

Transitioning Your Broker Dealer is Easier Than You Think

March 8, 2023

According to recent research, over half of all advisors have made, or are considering making, a change in the last five years. And the reasons why are compelling, most notably the fact that advisors making a transition are seeing a 30% growth in their AUM after making the move. So, yes – the grass is definitely greener on the other side of that fence - the challenge then is how to break through the inertia holding you back, along with how to navigate the many aspects involved in a transition so your clients follow and you unleash pent-up energy and momentum in your business.

Watch now to learn from industry experts experienced in advisor transitions, along with advisors who have recently made a change, to learn the top strategies for success!

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New York CE Dinners

New York CE Dinners

February 27-28, 2023

Our New York advisors benefited from a great evening of CE, delicious food, and meaningful conversation. We hosted two dinners: one on Long Island and another in Westchester. With CE provided by Allianz, it was great to connect in person!

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W Forum

W Forum

February 6-8, 2023

W Forum is Advisor Group's premier event exclusively for the women in our network where they hear keynote speakers, participate in break-out sessions and financial professional-led workshops, and network with their peers. This year we had many advisors from our network join for the conference.

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FCM Holiday Party

FCM Holiday Party

December 9, 2022

We loved hosting a holiday party for our advisors in our FCM (Freedom Capital Management) office in Holmdel, New Jersey! For our FCM advisors, we offer a turnkey association option where our team handles many back office functions for the advisors. We loved spending some time out of the office and having a chance to celebrate the holidays!”

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AdvisorGroup ConnectED

AdvisorGroup ConnectED

November 3-5, 2022

ConnectED is AdvisorGroup’s annual conference geared toward its financial advisors. The event features a plethora of educational sessions, keynote sessions and networking activities all designed to boost the efficiency of financial professionals. We had a great turnout of advisor join us in San Antonio, TX for the conference!

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Women to Watch

Women to Watch

November 15, 2022

We were honored to accept InvestmentNews’ “Ascension Award” at the 2022 Women to Watch Awards! The Ascension Award honors firms with at least 30-50% of women in the C-suite, along with a significant proportion of women in the company and in leadership positions. With women representing over 90% of the team and 2/3rds of the managing partners, Affiliated Advisors stands out in a historically male-dominated industry that is increasingly looking to broaden diversity.

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Affiliated Advisors Retreat

Affiliated Advisors Retreat

July 17, 2022

We are especially grateful for the advisors that were able to make it! With a variety of speakers, advisor panels, and lots of networking opportunities, it was an action-packed two days.

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