Upcoming Events

August

Webcast

Emerging Market Investing: 3 Areas to Watch Now

Tuesday, August 30, 2016

Emerging markets present compelling long-term prospects for clients' core EM allocations, but it is a mistake to assume all EMs offer the same investment potential.

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  • Accepted by the CFP Board for 1 CE credit. Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

September

Webcast

The New Era of Investment Management: What to Consider Now

Thursday, September 15, 2016

With global changes in both the financial advice and investment management businesses, advisers need to be asking themselves critical questions about their business models and core strengths.



Should advisers handle investment management themselves? Should they choose outside professional managers? Should they combine both approaches? There are no easy answers, and in this exclusive video webcast, the findings of the latest InvestmentNews/Northern Trust research on investment management and investment outsourcing will reveal how advisers are approaching business challenges today and what you may wish to consider for your own practice.

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  • Accepted by the CFP Board for 1 CE credit. Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

October

Conference

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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November

Conference

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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Conference

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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