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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.

Click here to learn more about sponsorship opportunities. Questions? Please contact Josh Brous at

Sponsored by



The Colonnade Hotel

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.


Mark Bruno

Managing Director, Associate Publisher, InvestmentNews

Megan Carpenter

Co-founder and CEO, FiComm Partners, LLC

Lisa Crafford

Vice President, Pershing Advisor Solutions, a BNY Mellon company

Gabriel Garcia

Managing Director, BNY Mellon's Pershing Advisor Solutions in the Relationship Management group

Julie Littlechild

Founder, Absolute Engagement

Matt Sirinides

Senior Research Analyst, InvestmentNews

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