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On The Calendar
Date/Time
Title
2026 Annual Conference
June 8-10, Salt Lake City
The Best Kept Secret At The Firm
Laura Marie Raulinaitis
Westlake Village, CA
Being a part of APIC feels like stepping into a room where my future self and peers are ready to share their wisdom. I’ve gained access to seasoned mentors who generously offer support without expecting anything in return. APIC is a community of smart, witty, and supportive professionals, and my business is unquestionably better because of them.
APIC affords collaboration
APIC IS A MEMBER-RUN ORGANIZATION, offering webinars, conference calls with guest experts and/or members introducing new ideas, new best practices, tips on making the most of new technologies.
APIC OFFERS COMMUNITY. It brings us together. We connect with folks we wouldn’t otherwise find. Much less share a dinner — and a new approach to client care and growth.
APIC PROVIDES OPPORTUNITIES FOR THIS SHARING, the exploration of new approaches, strategies, best practices. What’s on our minds. We ask questions of and share approaches with valued colleagues: How would YOU deal with a situation like this?
APIC MEMBERS GATHER TOGETHER to interact with colleagues, senior MS leaders, internal and external speakers. We share ideas and we continue to build community, one by one. We sharpen our game and broaden our resources.
This beloved APIC community is an ongoing reminder that we are not alone in this profession.
APIC is about our members
Tucked in among the almost 16,000 Morgan Stanley Financial Advisors is a small, select group of professional advisors committed to sharing best practices, new ideas and resources, offering colleagues a helping hand or a new perspective on an old — or new — dilemma.
Maybe you have heard of our unique group. The Association of Professional Investment Consultants. We say APIC. Easy to remember. Hard to forget.
APIC is a group of highly qualified professionals, with diverse practices, personally and professionally committed to a process of continuous learning and professional growth. We share a strong commitment to our profession, our clients — and our colleagues.
Breg Hughes
Southlake, TX
APIC has shown me how to run a great wealth management business. It offers connections with top professionals in the industry, cutting edge platform instruction, coaching from Morgan Stanley’s top performers, and a myriad of opportunities to develop professionally. The people at APIC care about doing right for clients and their fellow wealth managers. I’m privileged to be part of this elite network.
Betsy Pakenas
Frederick, MD
I think of the APIC Board as a cheerleader for the Financial Advisor community. It promotes awareness, friendships,
communication and dialogue between FA’s and with management. It is also good to get outside of my own bubble. There is much to learn from the other FAs — how they manage their practices and promote partnerships.
Christian Maguire
Garden City, NY
Best ideas come from the discussions I have had at Dougies and APIC conferences on a regular basis. The openness and genuine desire to help is a core principal of every APIC member and is just one of many reasons why the organization is one of the best things Morgan Stanley can offer their FA population. From team operating manuals, to new account opening and new client onboarding checklists, we have gained access to the intellectual capital of the best teams, and that has saved us time and errors in testing our own, allowing us to run faster and serve our clients better.
