Brian Hackleman, Compliance Officer, attended Best Practice Forum with other compliance professionals in the Kansas City Metropolitan area. Brian is meeting quarterly with other like-minded compliance officers to discuss recent industry developments. This “Best Practice Forum” provides an opportunity to interact with peers and learn how others are reacting to changes impacting the industry. The(…)

Investment Adviser Watch

Sunday, 01 March 2009 by

BCWM now subscribes to Investment Adviser Watch (IA Watch). IA Watch is a provider of compliance news and guidance to executives in wealth management. The subscription also includes the printed and electronic version of the IA Week newsletter. The newsletter complements the website with analysis of enforcement trends and the latest regulatory actions specific to(…)

Young Professional Steering Committee

Wednesday, 25 February 2009 by

Laura Carley was selected to join the Young Professional Steering Committee of the Greater Kansas City Chamber of Commerce, which strives to create mentoring and networking opportunities for young professionals who live and/ or work in Overland Park. The committee is primarily responsible for developing and launching future events that will benefit their expanding base(…)

BCWM Team Members Attend FPA Luncheon

Thursday, 19 February 2009 by

Rich Boyer, Mindy Corporon and Laura Carley attended FPA Greater Kansas City Chapter luncheon in Overland Park featuring Mr. Greg Valliere, Chief Political Strategist for the Washington Research Group. Mr. Valliere delivered an entertaining speech and discussed a broad range of issues including tax and regulatory changes, pending energy legislation and the threat of larger(…)

Mindy Attends IMPACT Conference

Wednesday, 01 October 2008 by

Mindy Corporon, CEO, attended IMPACT, Schwab Institutional’s annual conference in Atlanta, GA on September 23 – 26, 2008. IMPACT, Schwab Institutional’s annual conference held exclusively for independent investment advisors, is the industry’s premier event. World-class keynote speakers:  Ted Turner, Lou Dobbs, David McCullough, Madeline Albright and Liz Ann Sonders, Chief Investment Strategist for Charles Schwab & Co.(…)