NU Online News Service, Aug. 25, 2003, 4:03 p.m. EDT – Cerulli Associates Inc., Boston, will host a conference on asset management Oct. 27-28 in Boston.
Leaders of the sessions for distributors will talk about trends in advice, trends in products and shifts in financial advisor usage.
Leaders of the institutional track will talk about 529 college savings plans and strategies for building successful retirement services programs.
More information is available at http://www.cerulli.com/forum-order03.htm
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