Symposium Sponsors

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.

Charles Schwab and Company

At Schwab Advisor Services™, we are dedicated to working with and learning from advisors like you. With over 30 years of experience serving independent advisors, we understand what it takes to help you meet your business goals. That’s how we deliver the level of support you need to take control of your destiny—and create the firm you want.

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.

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.

Next Generation Trust Company

Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Our sister firm, Next Generation Services, provides comprehensive account administration and transaction support with Next Generation Trust Company acting as custodian for all accounts. Our professionals expertly guide clients and their trusted advisors as part of our white glove, personalized service for a seamless transaction experience from start to finish.

State Street Global Advisors

For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $3.48 trillion† under our care.

*Pensions & Investments Research Center, as of 12/31/21.

†This figure is presented as June 30, 2022 and includes approximately $66.43 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.