Archived Events

July

Conference

Women Adviser Summit - Boston

Tuesday, July 10, 2018

The InvestmentNews Women Adviser Summit, a one-day workshop now held in four cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

May

Conference

Adviser Compensation & Staffing Workshop

Wednesday, May 30, 2018

The InvestmentNews Research team will present exclusive data and highlights from its bellwether benchmarking study that will identify best practices for setting and structuring compensation and benefits packages throughout your organization.



Specifically, this workshop will examine how top firms are now aligning compensation and incentives with broader goals for firm growth and development. InvestmentNews Research will also reveal the latest pay levels for the most commonly held positions across the industry – and examine how these plans are designed to ensure long-term success.



Registrants will receive a free copy of the 2017 Adviser Compensation & Staffing Study and 60-day access to the Adviser Research Dashboard.

April

Conference

Retirement Income Summit

Monday, April 30, 2018

Join InvestmentNews at the 12th annual Retirement Income Summit - the industry's premier retirement planning conference.



Much has changed - and much remains to be learned. Attend and 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.

Conference

Adviser Compensation & Staffing Workshop

Wednesday, May 30, 2018

The InvestmentNews Research team will present exclusive data and highlights from its bellwether benchmarking study that will identify best practices for setting and structuring compensation and benefits packages throughout your organization.



Specifically, this workshop will examine how top firms are now aligning compensation and incentives with broader goals for firm growth and development. InvestmentNews Research will also reveal the latest pay levels for the most commonly held positions across the industry – and examine how these plans are designed to ensure long-term success.



Registrants will receive a free copy of the 2017 Adviser Compensation & Staffing Study and 60-day access to the Adviser Research Dashboard.

April

Webcast

Advice Alpha: Re-defining value – and success – for an advice-centric era

Thursday, April 12, 2018

As investors and consumers become more empowered by technology, competition and pricing, the economics of advice and the business models supporting the delivery of advice must quickly evolve.



Importantly, the concept of success for both advisers and their clients is being re-defined.



New research from InvestmentNews and Cetera shows that success will be assigned to a range of considerations, notably intangible and emotional value, as well as predictive planning and effective engagement strategies. A move to more dynamic offerings and pricing will be required to maintain a vibrant and viable business – and ultimately shift from an adviser-centric to a truly advice-centric industry.

  • Visit Website

  • Accepted for 1 CE Credit by the CFP Board. Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

Webcast

The how, when and where of managed accounts

Tuesday, April 17, 2018

With shrinking margins and the rise of robo-advice, financial advisers are searching for a solution that keeps them a step ahead. Investing has become more and more commoditized and advisers want something that can trim costs and still offer access to customizable asset management.


Join InvestmentNews and Gemini for this exclusive webcast where we will speak with executives, thought leaders and financial advisers about how managed accounts can impact your practice.

Webcast

Cracking the Code: Making Sense of Alternative Investments

Thursday, April 26, 2018

InvestmentNews Research estimates that $150 billion in alternative assets could be added to client portfolios among independent advisers over the next three years. Roughly 85% of all clients are now expressing interest in learning more about alternative strategies.

  • Visit Website

  • Accepted for 1 CE Credit by the CFP Board. Pending by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

Conference

Retirement Income Summit

Monday, April 30, 2018

Join InvestmentNews at the 12th annual Retirement Income Summit - the industry's premier retirement planning conference.



Much has changed - and much remains to be learned. Attend and 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.

March

Conference

WOMEN to WATCH

Tuesday, March 13, 2018

InvestmentNews is honoring female financial advisers and industry executives who are distinguished leaders at their firms. These women have advanced the business of providing advice through their passion, creativity, inclusive approach and willingness to help other women along the way.

Webcast

A Fintech Buyer’s Guide for Advisers

Thursday, March 15, 2018

Are you ready to invest in technology? Heres everything you need to know before spending a dollar.

Many advisers have embraced the value of digital tools to improve their firm, and are ready to invest in new technology to continue their ascent. But with so many options available, how do independent firms get started?



Should you settle for a package from a custodian that may be cheaper, or build your own “perfect fit?” InvestmentNews has assembled a panel of advisers and consultants to talk through the process and share what experience has taught them so your firm can be confident it’s getting the most ROI with its new fintech investment.



InvestmentNews has assembled a panel of advisers and consultants to talk through the process and share what experience has taught them so your firm can be confident it’s getting the most ROI with its new fintech investment.

October

Webcast

Adviser compensation & staffing: Strategies and research to build a top-performing firm

Tuesday, October 3, 2017

Competition for established talent in the advice industry is at an all-time high — and the industry's top firms are using compensation and staffing strategies that will likely lead to both short- and long-term success.



In this exclusive webcast, InvestmentNews will present new research from the 2017 InvestmentNews Adviser Compensation & Staffing Study

Conference

Fall Excell—Peak Advisor Alliance

Wednesday, October 11, 2017

The InvestmentNews Research team will present exclusive data and highlights from its bellwether benchmarking study that will identify best practices for setting and structuring compensation and benefits packages throughout your organization.

In this exclusive workshop, you will learn:
• Pay levels for the most commonly held positions across the industry
• Staffing for future growth and the emerging industry roles
• Increasing productivity and profitability with the addition of “NextGen” advisers

  • Venue: CenturyLink Center | Hilton Omaha

    Location: Omaha, Nebraska

    Conference E-mail:

    Visit Website

Conference

Best Practices Workshop

Tuesday, October 17, 2017

For the fifth year, InvestmentNews will host the Best Practices Workshop & Awards, bringing together the industry’s top-performing and most influential firms in one room for a full-day. This exclusive workshop and awards program for the industry’s truly elite firms will highlight content from the 2017 Adviser Technology Study as well as the 2017 Compensation and Staffing Study.

September

Webcast

A New Look at Reverse Mortgages - An Emerging Retirement Income Tool

Tuesday, September 19, 2017

An advisor's biggest challenge today is often how to make income and assets last through an ever-lengthening retirement span. Strategic use of a reverse mortgage can deliver improved retirement cash flow and increased chances of portfolio survival in a long retirement, as demonstrated by research from The American College of Financial Services and other noted universities. Wondering how to take reverse mortgage concepts you've heard about and turn that knowledge into compliant strategies for your clients?

Webcast

Investing 2017: Industry at a Crossroads

Tuesday, September 26, 2017

The advice industry is at a unique inflection point, as the way clients are investing has changed dramatically: Technology has evolved, access to innovative products has changed, and the active vs. passive debate continues to rage on. Advisers and their clients are caught right in the middle, setting the stage for a new adviser-client dynamic.


How will this impact advisers’ businesses and business models, as well as their portfolio construction strategies and capabilities?

August

Webcast

An Adviser's Guide to Developing NextGen Talent

Tuesday, August 1, 2017

As the registered investment advisory business matures, it's clear we need to focus on a new generation of talent.



Research from InvestmentNews shows that firms of seven or more full-time individuals employing at least one NextGen adviser generated 33% more revenue than firms do not have a NextGen adviser. Clearly, firms are seeing a significant impact when they bring on NextGen talent.

Webcast

An Adviser's Guide to Developing NextGen Talent

Tuesday, August 1, 2017

As the registered investment advisory business matures, it's clear we need to focus on a new generation of talent.



Research from InvestmentNews shows that firms of seven or more full-time individuals employing at least one NextGen adviser generated 33% more revenue than firms do not have a NextGen adviser. Clearly, firms are seeing a significant impact when they bring on NextGen talent.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.