Upcoming Events

June

Webcast

How to Build a Great Retirement Strategy for Married Clients

Tuesday, June 7, 2016

When it comes to saving for retirement, your married clients face a lot of unique challenges. As a financial professional, you can help take some of the worry out of planning and alleviate a few hurdles when it comes to helping them select the right retirement strategy.


But how can you provide your clients with two-for-the-price of one guaranteed income that won't disinherit a spouse while offering a potentially better value for them and more clients for you?

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

Webcast

Eliminating 5 Roadblocks to Your Firms Productivity

Thursday, June 16, 2016

While each advisory firm is unique, most face similar operational challenges in providing high-quality service. In fact, these challenges often present themselves as five roadblocks that impede firms from maximizing their productivity and expanding their reach.



In this exclusive webcast, our panel of experts will identify five common operational roadblocks and explain how firms of different sizes and used technology to eliminate the problem and bring efficiency to their business. The experts also will explain how modern, adviser-focused enterprise content management (ECM) tools are helping firms become more productive.

July

Conference

2016 Women Adviser Summit

Tuesday, July 12, 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 Langham

    Location: Boston, MA

    Conference E-mail:

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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:

    Visit Website