2018 Agenda

Tuesday, May 15, 2018

Tuesday, May 15, 2018

10:00am – 10:30am

Registration opens

10:30am – 11:30am

Becoming the employer of choice: How unique compensation, staffing & benefit strategies are creating wining cultures

The competition for talent in the financial advice industry is at an all-time high. The industry’s top firms, however, are findings strategic and creative ways to attract – and retain – elite talent, create truly unique cultures, and ultimately out-perform peers. This session will focus on the compensation, benefits and talent development initiatives that are driving success for some of the most vibrant firms in the industry. Our panel will explore, specifically, how incentive and team compensation plans, flexible work benefits and perks, and training and mentoring programs are translating to tangible results for the industry’s top firms.


Mark Bruno, Associate Publisher, InvestmentNews


Matthew Sirinides, Senior Research Analyst, InvestmentNews

11:30am – 12:15pm

Sparkling reception

12:15pm – 2:30pm

Awards luncheon

Sponsored by


May 15, 2018 | University Club | Chicago

register now

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Earn CFP and I&W CE credit by attending tomorrow's video webcast, focused on alternative investments #INWebcasts… https://t.co/TC8suyC9UvWednesday, Apr 25, 2018 11:05AM @eventsFromIN #RetirementFundingSolutions, in conjunction with @RetirementRisks & @TheAmerCol , will delivering a Post CE Eve… https://t.co/MIFBP4BYjyTuesday, Apr 24, 2018 4:00PM @eventsFromIN Approaching the last week of the #INBestPlaces twitter contest! Leading the charge is @centerfinplan @monetagroup… https://t.co/NsrxR5aj25Friday, Apr 20, 2018 12:53PM @eventsFromIN

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