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 distances to address the TKG management team in Bel Air. Colleen Bell, First VP of Fiduciary Services of Iowa-based Cambridge, our Registered Investment Advisor, discussed keys to adapting to the changing industry environment. Chicago-based Nancy Harris, of Fidelity Clearing and Custody Solutions, our custodian, discussed an array of technological advancements that will help us service our clients better, smarter, faster. Bob Pugliese, our Philadelphia-based Cambridge Branch Manager, added valuable insights regarding several of the most significant industry changes. The common theme throughout the day: Best practices for continuing to provide the highest quality client service.