Upcoming Events

September

Webcast

Investing 2017: Industry at a Crossroads

Tuesday, September 26, 2017

The advice industry is at a unique inflection point, as the way clients are investing has changed dramatically: Technology has evolved, access to innovative products has changed, and the active vs. passive debate continues to rage on. Advisers and their clients are caught right in the middle, setting the stage for a new adviser-client dynamic.


How will this impact advisers’ businesses and business models, as well as their portfolio construction strategies and capabilities?

October

Webcast

Adviser compensation & staffing: Strategies and research to build a top-performing firm

Tuesday, October 3, 2017

Competition for established talent in the advice industry is at an all-time high — and the industry's top firms are using compensation and staffing strategies that will likely lead to both short- and long-term success.



In this exclusive webcast, InvestmentNews will present new research from the 2017 InvestmentNews Adviser Compensation & Staffing Study

Conference

Fall Excell—Peak Advisor Alliance

Wednesday, October 11, 2017

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.

In this exclusive workshop, you will learn:
• Pay levels for the most commonly held positions across the industry
• Staffing for future growth and the emerging industry roles
• Increasing productivity and profitability with the addition of “NextGen” advisers

  • Venue: CenturyLink Center | Hilton Omaha

    Location: Omaha, Nebraska

    Conference E-mail:

    Visit Website

Conference

Best Practices Workshop

Tuesday, October 17, 2017

For the fifth year, InvestmentNews will host 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 will highlight content from the 2017 Adviser Technology Study as well as the 2017 Compensation and Staffing Study.

April

Conference

Retirement Income Summit

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.

April

Conference

Retirement Income Summit

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.