Events Stats

12

years' experience producing niche events

17

events planned for 2018

25%

increase in event attendance in 2017

In its 12th annual year, this two-day educational event provides insights and solutions on retirement income strategies for advisers. The Retirement Income Summit aims to illuminate the challenges and opportunities advisers face when generating, sustaining and protecting their clients' retirement income. This focused conference gives the more than 325 professionals in attendance unique and practical tools to navigate the economic, market and policy uncertainties that face their clients in or near retirement.

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Growing from a three-city to a four-city series in 2018, these one-day workshops attract the industry's most sophisticated female financial advisers, who learn how to grow their businesses and their brands. More than 150 advisers attend each event. Sponsors demonstrate their commitment to elevating female advisers and also benefit from year-round national marketing campaigns, the opportunity to contribute to the agenda and valuable networking.

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For the fifth year in a row, the Best Practices Workshop & Awards will bring together CEOs and COOs from the industry's most influential firms for a full day of facilitated sessions translating our benchmarking studies into personalized, practical strategies for growth. At this event for the industry's truly elite firms, sponsors connect with the top decision-makers and the most successful firms in the wealth management business.

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This awards luncheon and networking event gathers more than 150 of the industry's most recognizable figures in investing, wealth management and technology to honor the winners of the InvestmentNews annual Icons & Innovators Awards. Sponsors take advantage of this unique event to entertain clients and colleagues, network with influencers and align their brands with innovation and excellence.

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Over 325 of the who's who of the financial services industry attend the Women to Watch Gala Reception and Luncheon to honor, celebrate and recognize 20 women leaders who have made a difference and broken barriers in the financial advice industry. At an invitation-only think tank preceding the luncheon, more than 60 women discuss topical issues. Sponsors of this event align their brands as supporters of the advancement of women in financial services.

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Launched in 2017, the Innovations in Investing Video Webcast series is an all new, integrated live and video webcast program where focused sessions inform and educate advisers on the latest trends around investing. Attendees will learn how to build more successful practices by providing the truly differentiated investment approaches demanded by today's most sophisticated investors. Sponsors align their brands around these investing themes and participate in the agenda. Themes for 2018 include alternative investments, ESG investing and more.

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This VIP roundtable and workshop unites fintech decision-makers from some of the top broker-dealers, custodians and large RIA firms to identify and discuss technology solutions that will enable innovation — and solve complex problems — across the financial advice industry. A limited number of sponsors are invited to participate in the discussions and hear directly from the industry's fintech decision-makers while sharing information with them around their latest research, data and product development launches.

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This think tank brings together the industry's best young minds, InvestmentNews' own 40 under 40, to collectively identify the challenges and opportunities that will shape the future of financial advice — and ultimately drive change. The forum serves as the foundation for comprehensive InvestmentNews print, digital and video coverage. Sponsors help form the agenda, join the discussion and network with the industry's next generation of elite advisers.

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This new event for 2018 will highlight and celebrate the financial planning and financial advisory firms that were named one of twenty-plus InvestmentNews' Best Places to Work for Financial Advisers. During the workshop, attendees will learn best practices from firms that were best in class around topics such as employee engagement, compensation and benefit techniques, firm culture, next gen talent and marketing strategies. The awards program will allow winners to provide advice on how to be a Best Place to Work.

Sponsoring firms will support advisory firms that strive for excellence by committing to being a Best Place to Work!

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Diversity plays a key role in business success as it allows firms to draw from the best talent regardless of personal demographics, and the most successful companies use diversity in their workforce as a competitive advantage.

This new one-day think tank will provide diversity and inclusion best practices around key themes such as recruitment, retention, firm culture and communication strategies. The awards portion will recognize individuals and firms that excel in creating a successful environment that embraces a culture of diversity and inclusion.

Sponsors of this event will show the industry that they truly support D&I initiatives and that they are helping to provide education on why having a diverse and inclusive workplace makes good business sense.

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THE FUTURE OF RETIREMENT PLAN ADVICE:

This roundtable and workshop created specifically for aggregators, who represent thousands of retirement plan advisers, and consultants, who work closely with both retirement plan advisers and plan sponsors, will address and discuss the key themes and opportunities within the evolving profession of retirement plan advice. This intimate and highly focused event will allow sponsors to network with top influencers and align their firms with a forward-looking perspective on the most relevant opportunities and challenges for the RPA industry.

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