Attend the industry’s exclusive event for the elite adviser. Sign up now for early bird pricing!
An exclusive event for the elite adviser.
For the sixth year, InvestmentNews will host the Best Practices Workshop & Awards, bringing together the industry’s top-performing and most influential firms in one room for a full-day. This exclusive workshop and awards program for the industry’s truly elite firms highlights content from the 2018 Pricing and Profitability Study as well as our latest Compensation & Staffing data.
Attendees participate in facilitated workshop sessions designed to address the challenges and opportunities within their businesses as well as translating the benchmarking studies into personalized, practical strategies for growth. Networking with peers and sponsors take place during lunch and breaks throughout the day, culminating with an awards presentation cocktail reception formally recognizing the 2018 Best Practices winners.
"I have to say this is the best event I have EVER attended. I am so glad I did and will attend other events in the future."
"It's good to attend this conference annually to hear from the best in our industries on topics that are timely and relevant."
"Fantastic event. I got clear direction on how my colleagues are managing their human capital, driving productivity and creating growth on purpose."
"The benchmarking conversation was helpful and helped me interpret the data. Fantastic content around how to use the study to influence decisions for an advisory business."
120 Huntington Avenue
Boston, MA 02116
A dedicated room block has been reserved for guests at a special negotiated rate of $299 per night, plus applicable taxes. Rooms are available on a first-come, first-serve basis and the special rate is expected to sell out quickly. Please click here to make your hotel reservation.
Managing Director, Associate Publisher, InvestmentNews
Co-founder and CEO, FiComm Partners, LLC
Vice President, Pershing Advisor Solutions, a BNY Mellon company
Managing Director, BNY Mellon's Pershing Advisor Solutions in the Relationship Management group
Founder, Absolute Engagement
Senior Research Analyst, InvestmentNews