Upcoming Events

April

Conference

2017 Retirement Income Summit

Tuesday, April 25, 2017

InvestmentNews is pleased to celebrate 11 years of the Retirement Income Summit - the industry's premier retirement planning conference.


Much has changed - and much remains to be learned. Join us April 24-25 to 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.

  • Venue: Westin Chicago River North

    Location: Chicago, IL

    Conference E-mail:

    Visit Website

Webcast

Changing market, shifting fixed income strategies

Thursday, April 27, 2017 There is no expires value.

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.



This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

  • Visit Website

  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

April

Webcast

Changing market, shifting fixed income strategies

Thursday, April 27, 2017 There is no expires value.

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.



This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

  • Visit Website

  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

Webcast

M&A and Succession Strategies to Accelerate Growth

Tuesday, May 2, 2017

More advisory firms are exploring and executing mergers and acquisitions than ever before. Many firms are using M&A as a strategic means to accelerate the growth of their firms — and also to identify longer-term succession plans that can increase the overall enterprise value of a business.

Conference

Spring Excell—Peak Advisor Alliance

Wednesday, May 31, 2017 - Expires is 20170602 ||| June 2, 2017

Members of the InvestmentNews Research team will be presenting new adviser benchmarking data and providing strategies that can help accelerate the growth of your business. In this exclusive three-hour workshop, InvestmentNews will share:


  • Improving productivity, profitability and the client experience

  • Benchmarking fees and future growth opportunities

  • Measuring the effectiveness of your marketing and business development


  • Venue: ARIA Resort and Casino

    Location: Las Vegas, Nevada

    Conference E-mail:

    Visit Website

April

Webcast

Changing market, shifting fixed income strategies

Thursday, April 27, 2017 There is no expires value.

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.



This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

  • Visit Website

  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

Conference

Spring Excell—Peak Advisor Alliance

Wednesday, May 31, 2017 - Expires is 20170602 ||| June 2, 2017

Members of the InvestmentNews Research team will be presenting new adviser benchmarking data and providing strategies that can help accelerate the growth of your business. In this exclusive three-hour workshop, InvestmentNews will share:


  • Improving productivity, profitability and the client experience

  • Benchmarking fees and future growth opportunities

  • Measuring the effectiveness of your marketing and business development


  • Venue: ARIA Resort and Casino

    Location: Las Vegas, Nevada

    Conference E-mail:

    Visit Website

April

Webcast

Changing market, shifting fixed income strategies

Thursday, April 27, 2017 There is no expires value.

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.



This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

  • Visit Website

  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

April

Webcast

Changing market, shifting fixed income strategies

Thursday, April 27, 2017 There is no expires value.

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.



This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

  • Visit Website

  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

April

Webcast

Changing market, shifting fixed income strategies

Thursday, April 27, 2017 There is no expires value.

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.



This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

  • Visit Website

  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

April

Webcast

Changing market, shifting fixed income strategies

Thursday, April 27, 2017 There is no expires value.

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.



This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

  • Visit Website

  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

April

Webcast

Changing market, shifting fixed income strategies

Thursday, April 27, 2017 There is no expires value.

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.



This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

  • Visit Website

  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

April

Webcast

Changing market, shifting fixed income strategies

Thursday, April 27, 2017 There is no expires value.

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.



This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

  • Visit Website

  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

April

Webcast

Changing market, shifting fixed income strategies

Thursday, April 27, 2017 There is no expires value.

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.



This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

  • Visit Website

  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

April

Webcast

Changing market, shifting fixed income strategies

Thursday, April 27, 2017 There is no expires value.

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.



This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

  • Visit Website

  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

April

Webcast

Changing market, shifting fixed income strategies

Thursday, April 27, 2017 There is no expires value.

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.



This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

  • Visit Website

  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

April

Webcast

Changing market, shifting fixed income strategies

Thursday, April 27, 2017 There is no expires value.

In today's rapidly evolving economic climate, optimizing fixed income portfolios can be highly complex. With the current rising rate environment and potential policy implications, changes in the bond markets may impact advisors as they search for fixed-income solutions that will build the best defense for their clients.



This exclusive Nationwide® webcast will provide timely insights and strategies about making the most of clients' bond investments in the 2017 macroeconomic environment and beyond.

  • Visit Website

  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.