Archived Events

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

Women Adviser Summit

Wednesday, May 2, 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.

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.

May

Conference

Spring Excell—Peak Advisor Alliance

Wednesday, May 31, 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

Webcast

Bridging generational gaps in financial advice: Connecting next-gen advisers with baby boomer clients

Tuesday, June 20, 2017

What does it take for a next-gen adviser to work with baby boomers? It takes an understanding of demographic traits, such as developing name recognition with clients and making sure they know an advisers background, including past work and the educational experiences that led them to where they are today.

Webcast

Emerging Market Debt: 5 Forces at Work

Tuesday, June 27, 2017

When it comes to emerging market debt, there are a series of forces that help you drive better results for your clients. In today's continually changing market environment, it is critical to know the forces at play to help keep your investment strategy a step ahead.

May

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.

Webcast

Active Isn't Dead: The Case for Refining Your Clients' Portfolios

Tuesday, May 23, 2017

There is a myth that active investment managers cannot outperform their benchmarks. But the death of active investing has been greatly exaggerated.



The economic climate in the past eight years has generally been conducive for U.S. market-cap weighted passive strategies. But if you look at all 28 of the asset class categories Morningstar tracks, the majority of active managers in 14 of those categories beat their indices over that time period.

Conference

Spring Excell—Peak Advisor Alliance

Wednesday, May 31, 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

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