Events

InvestmentNews hosts more than 25 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 Fintech, Retirement Planning, Women Advisers, ESG and Impact Investing, and many others. Our events range from intimate roundtables, to think tanks, to conferences, to awards ceremonies. You can find upcoming events immediately below and past events at the bottom of the page. For more information on our events, contact Events Marketing Director Sasha Burgansky.

Upcoming Events

May 2021

RIA Summit

Tuesday, May 18, 2021

InvestmentNews is planning an RIA Virtual Summit that will act as a road map for advisers pursuing the independent channel.

The two-day event, May 18-19, 2021, is designed as a two-track program for both established and breakaway advisers that will cover everything from business planning to finding a custodian to marketing and building back office systems and partnering with technology providers.

ESG Global Summit

Thursday, May 27, 2021

InvestmentNews, together with Last Word Media and Bonhill, are excited to present the inaugural Global ESG Summit, which will be streaming live across four time zones on May 27, 2021. ​

The program has been designed to help our global audience of professional financial intermediaries, including fund selectors and fund buyers, to cut through the noise and gain tangible insights on how to integrate ESG processes and principles into their business models and investment solutions.   

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.

September 2021

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.

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 on Women Adviser Summit Denver will be coming soon.

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.

November 2021

Women Adviser Summit

Wednesday, November 3, 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 on Women Adviser Summit Chicago will be coming soon.

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.

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 Dec. 8-9 at Convene, NYC.

Previous Events

March 2021

RPA Convergence Valuation Workshop

Wednesday, March 31, 2021

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.

Fintech Virtual Summit

Tuesday, March 23, 2021

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

Women Adviser Summit

Thursday, March 18, 2021

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 

February 2021

Next Gen Summit

Thursday, February 18, 2021

InvestmentNews is proud to be at the center of this discussion by hosting its first, 2-day, no-travel, Next Gen Summit, which will gather next generation advisers to learn about emerging trends and new best practices to enhance your practice for the years ahead. 

Women Adviser Summit

Tuesday, February 9, 2021

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. 

December 2020

Innovation Summit & Awards

Monday, December 7, 2020

This new event included the icons and innovators alumni, along with those recognized on this year’s list to discuss how they turned passion into action and ideas into transformation.

November 2020

Women Adviser Summit

Monday, November 23, 2020

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.  For over five 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.  Join in on the experience!

Future of Financial Advice Virtual Summit

Wednesday, November 18, 2020


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.

Women to Watch

Monday, November 16, 2020

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.

October 2020

Women Adviser Summit

Wednesday, October 28, 2020

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.

40 Under 40

Monday, October 26, 2020

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

Diversity & Inclusion Summit

Wednesday, October 21, 2020

This year will be a poignant year for InvestmentNews’ Excellence in Diversity & Inclusion Awards, which will identify and celebrate individuals, advisory firms, industry partners and institutions for their dedication to diversity and inclusion initiatives.

Fintech Virtual Summit

Thursday, October 15, 2020


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. 

August 2020

Retirement Income Summit – Virtual

Monday, August 10, 2020


August 10th and 11th | Virtual Event

This conference will provide clients and investors with a forum to acquire knowledge for retirement income solutions and personalized investing advice.

Circumstances are such that we can not, in good conscience, meet in person in Chicago. 

But the need is more pressing than ever to help our clients navigate through unprecedented times.    

We are bringing the best in the business to your home through our Retirement Income (Virtual) Summit.

JOIN US TODAY!