Finlocity is a members-only online community for financial services professionals.
It delivers high-impact content and educational resources via a private and
secure social network, coupled with a solutions provider directory, and
live and on-demand webcasts featuring industry subject matter
experts and thought leaders.
Alternative Mutual Funds- Complexity of a Vanilla Product
Sheri Pontolillo, Principal,
Sherri Cooke, CEO, AI Insight, Inc.
STOP the Crazy - Bringing Meaning & Purpose to Wealth Management
Founder & CEO
The what, why, and how of adding impact investing solutions for your clients.
Sonya Dreizler CFP
Solutions with Sonya
What does it take to operate a successful RIA?
Spire Investment Partners
The Human Side of M&A: How Emp. Retention Drives Deal Value
Klint Kendrick, Ph.d
Director of M&A, HR
Multi-Family Office Integration: The key to a full-service approach
Principal & CIO
Proudly serving members from leading financial institutions
Recorded Webcast Hours
Members w/ +21 years exp.