Tuesday, March 13, 2018
InvestmentNews is honoring female financial advisers and industry executives who are distinguished leaders at their firms. These women have advanced the business of providing advice through their passion, creativity, inclusive approach and willingness to help other women along the way.
Thursday, March 15, 2018
Are you ready to invest in technology? Heres everything you need to know before spending a dollar.
Many advisers have embraced the value of digital tools to improve their firm, and are ready to invest in new technology to continue their ascent. But with so many options available, how do independent firms get started?
Should you settle for a package from a custodian that may be cheaper, or build your own “perfect fit?” InvestmentNews has assembled a panel of advisers and consultants to talk through the process and share what experience has taught them so your firm can be confident it’s getting the most ROI with its new fintech investment.
InvestmentNews has assembled a panel of advisers and consultants to talk through the process and share what experience has taught them so your firm can be confident it’s getting the most ROI with its new fintech investment.
Sponsored by Wealth Access
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.