Symposium Sponsors

Allianz Life Insurance Company of North America

A leading provider of annuities and life insurance, Allianz Life Insurance Company of North America (Allianz) bases each decision on a philosophy of being true: True to our strength as an important part of a leading global financial organization. True to our passion for making wise investment decisions. And true to the people we serve, each and every day.

American Century Investments

American Century Investments is a privately held asset management firm with over 60 years of being focused on delivering superior, long-term, risk-adjusted performance for financial advisors, individual investors, and institutional clients. Through a unique ownership structure with the Stowers Institute for Medical Research, American Century directs 40% of their corporate profits through a dividend each year to support medical research that is dedicated to uncovering the causes, treatments and prevention of genetically based diseases like cancer. Since 2000, those payments have totaled $1.8 billion dollars.

Built on a Foundation with a Unique Purpose, Avantis Investors utilizes financial science to build investment strategies that target higher expected returns, are broadly diversified, and executed through an efficient, cost-conscious and repeatable process.

Catchlight

Founded in 2020, Catchlight’s mission is to address the challenge of helping independent RIAs scale and grow organically through the use of powerful data and proprietary AI models.

Dimensional Fund Advisors

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of June 30, 2021, Dimensional and its affiliates manage $660 billion in USD for investors worldwide.

First Element Insurance Planners

First Element Insurance Planners is a strategic partner to fee-only financial planners to make risk management planning comfortable and easy. The insurance and estate planning experts at First Element understand financial planning and the need to focus on client needs rather than insurance products. The firm’s focus is providing objective advice as it relates to clients’ risk management needs and making the insurance process as seamless as possible for advisors and their clients.

Jackson National Life Distributors, LLC

We understand that no two clients are the same; therefore, their financial plans, and the way you help them decide how to approach inherent risks to investing in markets, will also be different. Through preservation of principal, growth potential, or guarantees to help provide income and legacy, Jackson® offers annuities specifically designed for fee-based financial professionals, with no commissions or withdrawal charges. Learn more on the RIA digital experience on Jackson.com.