Upcoming Events



Excell Fall 2016

Wednesday, October 5, 2016

InvestmentNews will be presenting results from the new 2016 Financial Performance Study during an exclusive pre-conference workshop at the Peak Excell conference on October 5, 2016.

Register now and you will receive a copy of the 2016 Financial Performance Study (a $499 value) before the conference. During this hands-on InvestmentNews workshop, we will walk through the findings and focus on: strategies for benchmarking your revenue mix, expenses and overall profitability, new approaches to ignite business development and improve organic growth rates, techniques for increasing productivity and providing an improved client experience, M&A: When to buy and when to sell

  • Venue: CenturyLink Center, Hilton Omaha

    Location: Omaha, NE

    Conference E-mail:

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Navigating a New Era of Retirement Plan Advice

Thursday, October 6, 2016

The needs of plan sponsors and retirement plan participants have changed dra-matically over the last year - and so too have the rules driving the type of support and services financial advisers provide to defined contribution plans.


Boosting your bottom line: Keys to increasing your firm's revenue and profits

Tuesday, October 11, 2016

The industry's top firms have a clear formula fueling their success. Attend this exclusive webcast where we will highlight key findings from the new 2016 InvestmentNews Financial Performance Study and you will learn how leading advisory firms are growing their revenues, while also making strategic investments in their businesses.

In this live, interactive webcast, the InvestmentNews Research team and leading industry experts will provide you with important benchmarks for measuring your firm's success.


Becoming a Retirement Investment Expert: The 5 Essentials

Thursday, October 13, 2016

Being able to enjoy a comfortable retirement is the overwhelming reason why individuals invest and why they turn to professionals for advice. Yet fewer than 16% of advisors use personal retirement expertise, insight or specialized knowledge as part of their value proposition, and many advisors admit that they and their clients are stressed by the challenges that investing before, during and after retirement present.

In this exclusive webcast, our expert speakers will discuss the 5 key steps that lead not only to better retirement investment outcomes, but also a welcome "de-stressing" of portfolios and investors.

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  • Accepted for 1 CE Credit from the CFP Board.


2016 Best Practices Awards and Workshop

Tuesday, October 18, 2016

The 4th annual Best Practices Awards and Workshop will take a deep dive into the 2016 Financial Performance Study of Advisory Firm results and identify the most elite firms of the industry.

  • Venue: New York Athletic Club

    Location: New York, NY

    Conference E-mail:

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2016 Women Adviser Summit

Thursday, November 10, 2016

The InvestmentNews Women Adviser Summit, a one-day workshop held in three cities, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

  • Venue: The Fairmont San Francisco

    Location: San Francisco , CA

    Conference E-mail:

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2016 Alternative Investments Conference

Tuesday, November 15, 2016

It's time to look beyond the traditional. Attend the 6th annual Alternative Investments Conference and get the education you need on the latest alternative products and strategies.

  • Venue: JW Marriott

    Location: Miami, FL

    Conference E-mail:

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