Events

InvestmentNews hosts 20+ events per year, both virtual and in-person, providing unmatched learning and networking opportunities to financial advisers and other members of the wealth management community on the topics of Retirement Planning, Practice Management for Women Adviser Community, Best Practices for the Established RIAs and Breakaway Advisers, ESG and Impact Investing, and many others. Our events range from intimate roundtables, to think tanks, to conferences, to awards ceremonies. For more information on our events, contact Events Marketing Director Sasha Burgansky.

Upcoming Events

February 2022

RIA Lab

Wednesday, February 23, 2022

Website + Registration Coming Soon!

March 2022

Women Adviser Summit

Wednesday, March 23, 2022

Invest in your business, your brand and yourself.

For over six years, the Women Adviser Summit has hosted thousands of women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers.

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.

Join in on the experience!

May 2022

Retirement Income Summit

Monday, May 2, 2022

Enhancing Your Clients’ Retirement Wealth and Wellbeing

InvestmentNews’ Retirement Income Summit has been serving our community for 16 years!  Each year we bring together the retirement planning industry to provide an innovative forum with timely and relevant content and networking opportunities where attendees can gain knowledge on the latest trends in retirement income solutions, products and personalized investment advice to help their clients and grow their business.

RIA Lab

Monday, May 2, 2022

Website + Registration Coming Soon!

Women Adviser Summit Chicago

Wednesday, May 4, 2022

Invest in your business, your brand and yourself.

For over six years, the Women Adviser Summit has hosted thousands of women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers.

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.

Join in on the experience!

July 2022

Women Adviser Summit Denver

Monday, July 11, 2022

Invest in your business, your brand and yourself.

For over six years, the Women Adviser Summit has hosted thousands of women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers.

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.

Join in on the experience!

November 2022

RIA Summit

Wednesday, November 2, 2022

Growing Your RIA through Product Offerings, Technology, and Operational Efficiencies

As the Registered Investment Advisor (RIA) industry matures, the need for information on the latest industry trends and practice management advice is more pressing than ever.

Whether you are a newbie, a breakaway adviser, or run an established RIA firm, you need the latest strategies, tactics, tools, and best practices on how to set up and efficiently operate an RIA practice.

The InvestmentNews RIA Summit  will offer the highest quality content on how to deliver fee-based products and services, including alternative investment products, new areas of advice that RIAs can now offer, as well as content, focused on marketing, technology, recruiting, succession, and more

Women to Watch Awards

Tuesday, November 15, 2022

InvestmentNews is recognizing female financial advisers and industry leaders who are advancing  the advice business through their passion, creativity, intellect and willingness to help other women along the way.

Website + Registration Coming Soon!

Women Adviser Summit New York

Wednesday, November 16, 2022

Invest in your business, your brand and yourself.

For over six years, the Women Adviser Summit has hosted thousands of women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers.

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.

Join in on the experience!

Previous Events

December 2021

2021 RPA Convergence CIO Think Tank

Wednesday, December 8, 2021

The RPA Convergence Think Tanks bring together select leaders from across the Retirement Plan Adviser community. Each event looks to accelerate the growth and evolution of the retirement plan world. We have four events planned for this year, which will gather CEOs and principal executives from across the industry.

The CIO Think Tank will be held virtually.

ESG Summit

Wednesday, December 1, 2021

ESG Investing 2.0 InvestmentNews, in collaboration with the United Nations office for Partnerships, is thrilled to announced the 3rd annual ESG Summit + Film Festival, that  will gather thought-leaders and change-makers to examine the latest trends and strategies around ESG and impact investing.

ESG Film Festival

Wednesday, December 1, 2021

Heading into our 3rd year, the 2021 ESG Film Festival will showcase stories of sustainability and investing from around the world.  As the ESG movement grows, investors and advisers are keen to learn more, and what better way than through the power of story?  So often the work of investing boils down to numbers on a page, and it’s hard to fathom the importance of what our dollars are doing.  With these films, that impact will be brought to life.  

November 2021

2021 RPA Convergence Aggregator Think Tank

Wednesday, November 17, 2021

The RPA Convergence Think Tanks bring together select leaders from across the Retirement Plan Adviser community. Each event looks to accelerate the growth and evolution of the retirement plan world. We have four events planned for this year, which will gather CEOs and principal executives from across the industry.

The Aggregator Think Tank will be held Nov. 17-18 at Convene, NYC.

Women Adviser Summit

Thursday, November 11, 2021

New York City

Improving Your Bottom Line through Returns, Retention, and Referrals 

InvestmentNews Women Adviser Summit was launched in 2015 because we felt there was a need to offer a forum designed for women, by women, and about women in financial advice.  For 6+ years, our summits have been focused on you -female financial advisers – and your concerns as you continue to grow your business.  Our speakers and sessions are focused on offering updates on the industry trends and practice management advice to grow your business and increase your bottom line.

Women Adviser Summit

Wednesday, November 3, 2021

Multi-generational Clients and Services

Baby boomers have been financial advisers’ core client base for years, but a practice needs new blood to continue to grow. Considering that Gen X and Millennials will control 47% of wealth in the United States by 2030, advisers are under increasing pressure to onboard younger clients, as well as hire new talent that understands the needs of the next wave of investors. 

Retirement Income Summit

Monday, November 1, 2021

Enhancing Your Clients’ Retirement Wealth and Wellbeing

InvestmentNews’ Retirement Income Summit has been serving our community for 15 years!  Each year we bring together the retirement planning industry to provide an innovative forum with timely and relevant content and networking opportunities where attendees can gain knowledge on the latest trends in retirement income solutions, products and personalized investment advice to help their clients and grow their business.

October 2021

2021 RPA Convergence Broker-Dealer Think Tank

Wednesday, October 20, 2021

The RPA Convergence Think Tanks bring together select leaders from across the Retirement Plan Adviser community. Each event looks to accelerate the growth and evolution of the retirement plan world. We have four events planned for this year, which will gather CEOs and principal executives from across the industry.

Future of Our Business + 40 Under 40 Awards

Wednesday, October 13, 2021

The individuals profiled in our eighth annual feature illustrate an impressive list of achievements and goals – all crafted before turning 40! Many are entrepreneurial financial advisers and wealth managers at financial giants, but you’ll also find young professionals from the fintech, asset management, and socially responsible investing worlds.

RIA Summit II

Wednesday, October 6, 2021

Designed for registered investment advisors, as well as advisers looking to go independent, the 2nd InvestmentNews RIA Virtual Summit, October 6-7, 2021, will showcase strategies, research, market outlook, investment trends, and business opportunities. 

September 2021

Women Adviser Summit

Tuesday, September 28, 2021

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 will be coming soon.

2021 RPA Convergence Record Keeper Think Tank

Wednesday, September 22, 2021

The RPA Convergence Think Tanks bring together select leaders from across the Retirement Plan Adviser community. Each event looks to accelerate the growth and evolution of the retirement plan world. We have four events planned for this year, which will gather CEOs and principal executives from across the industry.

DE&I Awards

Tuesday, September 21, 2021

Please join us as we celebrate our 2021 and 2020 winners and finalists at an in-person awards event on September 21 in New York City.

RPA Valuation Workshop

Thursday, September 9, 2021

RPAs should always have one eye on building maximum enterprise value. Every advisor either sells or retires from their business eventually. Regardless of which path is chosen or when the event takes place, RPAs need to fully understand the key drivers of enterprise value and how to positively impact each.

June 2021

Women Adviser Summit

Wednesday, June 23, 2021

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 will be coming soon.