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Attend the industry’s exclusive event for the elite adviser.

An exclusive event for the elite adviser.

For the fifth year, InvestmentNews hosted the Best Practices Workshop & Awards, bringing 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 highlights content from the 2017 Adviser Technology Study as well as the 2017 Compensation and Staffing Study.

Attendees participated in facilitated workshop sessions designed to address the challenges and opportunities within their businesses as well as to translating the benchmarking studies into personalized, practical strategies for growth. Networking with peers and sponsors took place during lunch and breaks throughout the day, culminating with an awards presentation cocktail reception formally recognizing the 2017 Best Practices winners.


Sponsored by


The Colonnade Hotel

120 Huntington Avenue

Boston, MA 02116


A dedicated room block has been reserved for guests at a special negotiated rate of $299 per night, plus applicable taxes. Rooms are available on a first-come, first-serve basis and the special rate is expected to sell out quickly. Please click here to make your hotel reservation:

If you should encounter any difficulty making a reservation at The Colonnade, please contact Charles Chan Massey at for assistance.


Yonhee C. Gordon, CFP®

Principal and Chief Operating Officer, JMG Financial Group, Ltd.

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Meet icons such as Edmond Walters at #IconsIN. Join us April 18 in NYC at the second annual Icons & Innovators Awar…, Mar 23, 2018 8:15AM @eventsFromIN Nominate your mentors, trailblazers, sponsors and those who inspire ! We want to recognize those opening the indust…, Mar 22, 2018 4:10PM @eventsFromIN Learn from the industry's experts, such as @MBFretirepro, on how to optimally prepare your clients for retirement..…, Mar 21, 2018 6:30AM @eventsFromIN

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