Adviser Compensation and Staffing Study
2011 Workshops

Aug 8, 2011 @ 12:01 am

We've turned the most respected and relevant study on adviser compensation and staffing issues into a one-day live event.

Our Chicago Workshop was Sold-Out!

Listen to the experts and adviser panelists as they discuss the key findings from the 2011 InvestmentNews/Moss Adams Adviser Compensation & Staffing study and help you identify challenges, set goals and find solutions to the compensation and staffing needs of your advisory firm.

"Event was valuable. You really built upon the report and took it to the next level. Speakers were excellent."

"Great workshop and all of the speakers were captivating."


Attend this highly interactive workshop to:

  • Learn if your firm is paying competitive compensation and employee benefits.
  • Hear about current trends in owner compensation, equity distributions, and structures.
  • Create an action plan to develop your 2012 compensation strategy.
  • Network with our distinguished speakers and your peers.

Registration is $399 for qualified financial advisers and includes a copy of the 2011 InvestmentNews/Moss Adams Adviser Compensation and Staffing report (retails for $349).*

For more information on workshop registration, please contact Jennifer Specter at

*Workshops are open to financial advisers only. All registrations are subject to verification. InvestmentNews reserves the right to refuse any registration not meeting the qualifications. Report price of $349 is pre-order pricing.

Join industry experts:
Kelli Cruz
Mark Tibergien

CEO, Pershing Advisor Solutions, a BNY Mellon company

Special Guest Panelist (Chicago & SF workshops):

Rebecca Pomering

CEO, Moss Adams Wealth Advisors LLC

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