Upcoming Events

Events

Our seventh annual list celebrates entrepreneurs with their own advice businesses, leaders in financial planning academia and the youngest Financial Planning Association president ever.

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October 26, 2020

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

Webcast

Strengthening Portfolios with a New Asset Class

Clients are clamoring to strengthen their portfolios—and expecting more of their advisors—in an unprecedented time. Join Galaxy Fund Management and InvestmentNews for a special webcast where we examine the role that the most popular digital asset, bitcoin, can play in portfolios.

Register today!

Thursday, November 5, 2020
4-5pm ET

Webcast

What’s Top of Mind for Advisory Firms?

Join host InvestmentNews for an interactive discussion of the 2020 Adviser Benchmarking Studies with BNY Mellon | Pershing’s Christina Townsend and Lisa Crafford, and Ensemble Practice’s Brandon Odell. We will explore key findings and hot topics from both of the 2020 studies, including Compensation and Staffing and Pricing and Profitability.

Register today!

Tuesday, October 13, 2020
1-2pm ET

White papers

Mastering the Moment

Preview: 2020 Compensation & Staffing Study

Preview: 2020 Pricing & Profitability Study