Upcoming Events



Teaming: A strategy for success for the new adviser and a growing practice

Tuesday, March 28, 2017

Cold calling can be the make-or-break of any new adviser, and a lack of mentoring can leave potential talent on the sidelines. Teams that onboard these young recruits provide valuable benefits that help advisers meet the challenges of starting out, while at the same time giving them much- needed guidance. The recruit, meanwhile, helps grow the business.



2017 Icons & Innovators

Monday, April 3, 2017

On April 3rd, InvestmentNews will honor this yearís Icons and Innovators recipients at our inaugural Iconís and Innovatorís Awards luncheon at the Essex House in NYC.

These awards recognize financial advisers and industry professionals in two capacities:

Icons: Those who have contributed profoundly and consistently to the success and advancement of the financial advice profession.

Innovators: Those who have conceived new ideas and tools that have propelled the industry forward.

Join John Bogle, founder of The Vanguard Group, and our other outstanding honorees, as they share their knowledge and insight and help us celebrate and honor their accomplishments.

  • Venue: JW Marriott Essex House

    Location: New York, NY

    Conference E-mail:

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Fiduciary rule limbo: How advisors can adapt and deliver no matter where the fiduciary bar is set

Tuesday, April 4, 2017

Regardless of the uncertain fate of the Department of Labor's fiduciary rule and its provisions, many advisors are finding themselves under increasing pressure to meet a new level of client expectations and potentially answer some awkward questions. What should they say if asked about the rule and, perhaps more important, how should they be shaping their business to prepare for what may or may not come?

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  • Accepted for 1 CE Credit from the CFP Board. Approved for 1 CFA Credit.


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:

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