Upcoming Events



The Why and How of Using Alternatives

Tuesday, October 6, 2015

Advisers are being inundated with marketing pitches for new alternative investment products but before they can successfully build them into client portfolios, they need to understand the "why" behind using them. This webcast will cover the four goals that alternative investments can help advisers reach and, based on those four goals, how to build them into a portfolio.

Specifically, this webcast will cover:

*The four goals that alternatives can help advisers meet
*Which alternatives should be used for which goal
*How to build alternatives into client portfolios
*The current state of alternative investments available to advisers

Attendees may submit questions before and during this live event.

Register now for this free and invaluable webcast.

  • Visit Website

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


Peak Excell: IN Research Comp & Staffing Workshop

Wednesday, October 7, 2015

On Oct. 7, Peak Excell plays hosts to the industry's top thought leaders in practice management and gives advisers a chance to share ideas and learn best practices - including a deep dive into the 2015 InvestmentNews Adviser Compensation & Staffing Study. This interactive pre-conference workshop will: highlight industry benchmarks to measure your comp practices against; present ideas on how to create thoughtful career paths for staff; make the case for NextGen advisers; and more. Register for Peak Excell Fall Conference today, and add the workshop for just $130.

  • Venue: CenturyLink Center, Hilton Omaha

    Location: Omaha, NE

    Conference E-mail:

    Visit Website


Best Practices Awards and Workshop

Tuesday, October 13, 2015

For the third time, InvestmentNews will use our renowned industry research studies to quantitatively recognize the top-performing and most innovative advisers in the financial advice industry.

Through this combined awards ceremony and practice management workshop, these Top-Performers and Innovators will be honored and acknowledged for their achievements and also featured in an integrated print and online special report.

  • Venue: Harvard Club of NYC

    Location: New York, New York

    Conference E-mail:

    Visit Website


A Financial Adviser's Guide to Selecting Long/Short Funds

Thursday, October 15, 2015

With markets in flux, your clients are searching for new ideas and different approaches for diversification.

Alternative investments may be the solution, but how do you know which strategy to pick or how it should perform?


2015 Alternative Investments Conference

Tuesday, October 27, 2015 - October 28, 2015

By attending the Alternative Investments Conference, advisers will gain a better understanding of non-traditional investments, including how to evaluate them and when to incorporate them into their clients’ portfolios based on the overall investment goals of those clients.

  • Venue: JW Marriott Miami

    Location: Miami, FL

    Conference E-mail:

    Visit Website



2015 Women Adviser Summit

Thursday, November 5, 2015

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.

Attend and:

* Learn how to build a more profitable practice
* Discover how to help clients deal with life transitions
* Find out what your professional personality style says about you
* Get the tips you need to make social media a driving force in your business

  • Venue: Hilton Financial District

    Location: San Francisco , CA

    Conference E-mail:

    Visit Website