TKG attends Premier Wealth Management Conference

On October 5th & 6th, The entire Kelly Group team traveled to Hershey, PA to attend the annual Premier Wealth Management Conference. After the conference sessions on compliance, practice management, technology and leadership, our team took time to enjoy several...

The Kelly Group panel event draws crowd

        In an event showcasing The Kelly Group’s depth and breadth of talent, a panel of TKG advisors addressed a variety of topical issues in front of a large gathering of clients and friends. The September 28 forum, held at the Maryland Golf and Country Club,...

Bryan Kelly attends Wharton/IMCA Conference

In a busy month for travel and educational conferences, Bryan was able to spend a day (September 11) in Philadelphia at a conference held jointly by the prestigious Wharton School of Business and the Investment Management Consultants Association. Among the speakers...

Bertrand attends technology forum

Director of Operations, Michael Bertrand, attended the annual Albridge Forum on Thursday September 14th in Washington D.C.  The event was a technology forum for our performance reporting software designed to showcase market trends and emerging...

The Kelly Group attends Ignite conference

  On September 13-15, Bryan Kelly, Michele Wolbert and Jodi Davis attended the annual Ignite conference in Dallas, Texas. The conference, held each year by our broker/dealer, Cambridge Investment Research, Inc., was attended by more than 1800 professionals in our...

The Kelly Group hosts industry professionals

On July 17, The Kelly Group hosted several industry professionals at an all-day conference to discuss industry trends and opportunities in the ever-evolving wealth management industry. Reflecting The Kelly Group’s respected standing, our guests traveled significant...