• Financial advisers:

    Register for $499.


    financial adviser status subject to verification

An exclusive event for the elite adviser.

For the fourth year in a row, InvestmentNews will host the Best Practices Workshop & Awards, which will bring together the industry’s top-performing and most influential firms in one room for a full day. This exclusive workshop and awards program for the industry’s truly elite firms will highlight content from our new 2016 Financial Performance Study of Advisory Firms — and allow sponsors to connect with the top decision-makers at the most successful firms in the wealth management business.

The October 18, 2016 Best Practices Workshop in New York will include:· Workshop sessions highlighting key findings and themes from the 2016 InvestmentNews Financial Performance Study of Advisory Firms.· An awards presentation/cocktail reception formally recognizing 2016 Best Practices recipients.· Featured sessions on increasing profitability, productivity, firm value and overall growth rates, as well as an “Elite Adviser” panel. A Best Practices Award winner will be featured on each of these targeted panel and workshop groups.· Facilitated breakout sessions aimed at connecting attendees, winners, and sponsors in exercises designed to address challenges and opportunities within advisers’ businesses.

Sponsored by


The New York Athletic Club

180 Central Park South

New York, NY 10019

For More Information...

Join the Conversation

Join our LinkedIn Group and follow us on Twitter to participate in the most important conversation impacting our industry, and network with other financial advisers who are attending the conference.

Early bird ends TODAY for our Women Adviser Summit in Chicago on 4/26. Last chance to save $100! https://t.co/gqqVbzxqWH #WAS2017Friday, Mar 24, 2017 2:35PM @eventsFromIN It's your lucky day! Register for the Women Adviser Summit Chicago on April 26 & use code LUCKY - save $50! https://t.co/gqqVbzxqWHFriday, Mar 17, 2017 1:59PM @eventsFromIN New Gadget Girl episode! @orchestrate_llc @SayerPM What does a drone have to do with efficiency? #GadgetGirl… https://t.co/Ohg7rNHMGyMonday, Mar 13, 2017 1:24PM @eventsFromIN