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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.

Testimonials

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Location

The Colonnade Hotel

120 Huntington Avenue

Boston, MA 02116

800-962-3030

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 charles@synaxismeetings.com for assistance.

Speakers

Yonhee C. Gordon, CFP®

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

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We partnered with @NorthernTrust to create an exclusive video webcast: Investing 2018: Volatility, Income and What'… https://t.co/T8eSfwMPm5Friday, May 18, 2018 8:55AM @eventsFromIN Last minute CFP & I&W CE credit! New video webcast: Investing 2018: Volatility, Income and What's Next streams Tues… https://t.co/gj2ylspwmaThursday, May 17, 2018 11:55AM @eventsFromIN #tbt to Women Advisor Summit in Boston 2017 with @MBFretirepro . Seats are going fast to get to see Social Security… https://t.co/ON6EkJg2jGThursday, May 17, 2018 9:00AM @eventsFromIN
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