Upcoming Events

June

Webcast

The Future of Retirement Plan Advice

Wednesday, June 3, 2015

As the universe of retirement plans expands and becomes increasingly complex InvestmentNews and Pensions & Investments are collaborating to host a live webinar that will educate financial advisers and consultants responsible for overseeing defined contribution plans. Specifically, this interactive webcast will provide retirement plan advisers with actionable advice for improving the services they currently provide to defined contribution plans. The webcast will also focus on how retirement plan advisers can better understand and navigate rapidly changing regulatory and investment environments and ultimately position their institutional clients for accelerated future growth.

Topics to be covered in detail will include:

* Optimal plan design
* Understanding fiduciary oversight
* The growing sophistication of DC plans and how to manage
* The right QDIA choice and investment menu/lineup
* How to assess and manage retirement readiness and retirement income

Join P&I and IN for this FREE and informative webcast.

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Webcast

Are you an elite adviser?

Tuesday, June 9, 2015

Key findings from the 2015 InvestmentNews Elite RIA Study

There's only way to know if your firm is among the industry's elite - or on the right path to achieving elite status. Download the 2015 RIA Adviser Study today.

New industry research from InvestmentNews, in partnership with BlackRock, reveals how a select portion of the industry's top RIA firms have increased assets, clients and revenues at an accelerated rate. This live, interactive webcast will highlight the key reasons the industry's top RIA firms are thriving.

Specifically, this webcast will examine and provide actionable steps for strategically managing and improving:

* Firm organization, structure and strategic management

* Investment management

* Business development and marketing

* Technology

Register now to see if you and your firm are in sync with the industry's elite - and on target to become part of the next generation of industry leaders.

A free and invaluable resource.