Thursday, April 26, 2018
InvestmentNews Research estimates that $150 billion in alternative assets could be added to client portfolios among independent advisers over the next three years. Roughly 85% of all clients are now expressing interest in learning more about alternative strategies.
Accepted for 1 CE Credit by the CFP Board. Pending by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.
Monday, April 30, 2018
Join InvestmentNews at the 12th annual Retirement Income Summit - the industry's premier retirement planning conference.
Much has changed - and much remains to be learned. Attend and discuss how the future is full of opportunity for the financial advice industry, and listen to leading experts debate what's in store for our economy, markets, and the state of retirement income.
Wednesday, May 2, 2018
The InvestmentNews Women Adviser Summit, a one-day workshop now held in four cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.
Wednesday, May 30, 2018
The InvestmentNews Research team will present exclusive data and highlights from its bellwether benchmarking study that will identify best practices for setting and structuring compensation and benefits packages throughout your organization.
Specifically, this workshop will examine how top firms are now aligning compensation and incentives with broader goals for firm growth and development. InvestmentNews Research will also reveal the latest pay levels for the most commonly held positions across the industry – and examine how these plans are designed to ensure long-term success.
Registrants will receive a free copy of the 2017 Adviser Compensation & Staffing Study and 60-day access to the Adviser Research Dashboard.
Sponsored by Excell