Upcoming Events

Events

Our Fall Women Adviser Summit, taking place virtually, will unfold over three days – October 28, 29, and 30. Each day we will focus on a specific theme to help you grow your business, your brand, and yourself. Day One will cover strategies and tactics to grow your business to new heights. Day Two will address developing the ultimate client experience. And finally, Day Three will be all about YOU and will address empowering yourself and others.

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October 28, 2020

Events

In its fifth year, the InvestmentNews Women to Watch recognition program is honoring 22 female financial advisers and industry executives who are advancing the financial advice industry.

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November 16, 2020

Events

Senior executives examine the key trends driving the confluence of digital and human advice focused on quantifying and improving investor outcomes through big data, robust ecosystems, artificial intelligence and addressing the fundamental issues of adviser adoption.  Industry CEOs will share their forward view of the advice industry and what they are doing to lead their organizations into the future.

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November 18, 2020

Webcast

Winning Strategies of Elite RIAs

Certain financial advisors are more successful than others. Despite industry challenges, they seem to consistently stand apart and ahead. Why is that? How are these advisors able to attain the status of “Elite”?

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Thursday, November 19, 2020
4-5pm ET

Webcast

The Race to Scalability

2020 represents the 10th year since FlexShares Exchange Traded Funds began its unique, biennial study that takes a deep look at how advisors are creating efficiencies in their businesses.

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Thursday, November 12, 2020
4-5pm ET

White papers

Mastering the Moment

Preview: 2020 Compensation & Staffing Study

Preview: 2020 Pricing & Profitability Study