Recognia will be hosting their annual North American Customer Brokerage Summit on October 26th, 2011. The summit will be held at The Fairmount Chateau Montebello, Montebello, Quebec.
This year the focus will be on the self-directed investor - their needs and requirements, and their ever changing behaviour as the market and technology advances. Speakers include David Lo, Director of Investment Services at J.D. Power and Associates; David Putnam, VP Products at StockTwits; and other from the retail brokerage community.