Upcoming Events

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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Webcast

Five Tech Innovations Advisers Can't Afford to Ignore

Tuesday, July 12, 2016

The wealth management industry is changing fast, but technology is changing faster.



Advisers can't afford to drop the ball now. In a world of constant digital evolution, financial professionals should keep an eye on five innovations that have hit - and are now sticking to - the wealth management industry.

Webcast

The Power of 3: Help Protect, Participate and Personalize Your Client's Retirement Assets

Tuesday, July 19, 2016

When it comes to saving for retirement in volatile market conditions, clients face a tough question: Should I stay or should I go? Many investors shy away from investing when conditions are rocky.



Performance usually lags behind the markets because investors think with their heart instead of their head. With most clients worried about volatility, it is important to help them protect and grow at the same time, but how?

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:

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