September 13, 2007

Marketing Ops at Reuters AdvicePoint Forum

by Dan Sondhelm

Our clients are invited to participate as an exhibitor and/or sponsor at the 2007 Reuters AdvicePoint Forum scheduled for November 6, 2007 at the New York Athletic Club in New York City.
Reuters AdvicePoint is a new business from Reuters that focuses on the "advised investor" community: 1) those investors who are looking for, or currently working with, a financial adviser, 2) financial advisers looking to expand their client base through online and offline referrals, and 3) investment product providers that distribute through financial advisers. Reuters AdvicePoint will provide online and offline platforms upon which manufacturers and providers of investment products will be able to engage with financial advisers and advised investors for business-to-business and business-to-consumer marketing and sales opportunities.
Reuters AdvicePoint, in association with HedgeWorld and Lipper, will hold an investment education conference on November 6th, prior to the Top Advisers 2008 evening dinner. An audience of up to 500 financial advisers will be able to learn about the investment outlook for 2008 from industry experts. The qualified audience will attend seminar panel discussions on hedge funds, hedged mutual funds, ETFs, and other cutting-edge investment products. They will be provided with opportunities to interact with financial advisors and network with peers.
For more information about the forum, please click on the following link or contact Vincent Tricoli at (914) 989-5140 if you have any questions.

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