Upcoming Events

Events

Invest in your business, your brand and yourself The InvestmentNews Women Adviser Summit is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level. Details coming soon 

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March 18, 2021

Events

TECHNOLOGY + INNOVATION FOR ADVISERS  InvestmentNews’ Fintech Virtual Summit will serve as the forum for advisers and fintech providers to meet, ideate and connect the dots between industry problems and fintech solutions.  Date: March 23, 2021

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March 23, 2021

Events

The RPA M&A market has exploded with valuations at an all-time high driven by private equity backed DC Aggregators. In collaboration with Dick Darian, CEO and founder of the Wise Rhino Group, and Fred Barstein, CEO of TRAU and contributing editor to RPA Convergence and InvestmentNews, RPA Convergence is excited to present quarterly “RPA Valuation Workshops” for qualified RPAs. The 1st workshop will be held on March 31st at 2:30-5:00 PM ET.

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March 31, 2021

Webcast

Direct Indexing: Thinking beyond the ETF to drive successful investor outcomes

As more investors are pressing their advisors for greater customization and resisting one-size-fits-all portfolio solutions, advisors need to think holistically about what’s best for their clients.

Register today!

Tuesday, March 9, 2021
4-5pm ET

Webcast

The future of fintech regulation under Biden

While most of the effort will be geared toward updating or dismantling Regulation Best Interest, adviser technology will also be affected by changes when it comes to compliance and oversight of the financial services industry.

Register today!

Thursday, March 11, 2021
4-5pm ET