register now

INVESTING IN PROFITABILITY, PERFORMANCE AND PEOPLE

NOVEMBER 13, 2019 | Swissôtel CHICAGO

#INtopfirms

Providing executives from top financial firms with an elite experience

The 2019 Top Advisory Firm Summit will provide CEOs, COOs, CTOs, CMOs, and Managing Partners from the top financial firms with a day away from their business to work on their business with their peers and the industry’s leading practice management experts. This new one-day event from InvestmentNews, combines the content and networking formerly featured at the Best Practices Workshop and Best Places to Work events.

Join us as we bring InvestmentNews’ extensive benchmarking studies to life translating data into practical growth strategies. Get insight around compensation, staffing, pricing and profitability, as well as technology investments to remain—or become—a top advisory firm.

Top 2019 InvestmentNews’ Best Places to Work for Financial Advisers honorees will be celebrated at the Top Advisory Firm Summit, along with those receiving InvestmentNews’ 2019 Compensation & Staffing and Technology Best Practices recognitions.

REGISTRATION COSTS - INDIVIDUAL TICKET
Early Bird Pricing (through August 30, 2019) - $449
Regular Pricing (after August 30, 2019) - $499
Non-Adviser / Industry Professional - $1,295

Sponsored by

Travel / Hotel

Swissôtel CHICAGO

323 East Upper Wacker Drive

Chicago, IL 60601

Tel: 312-565-0565

Get map and directions

Cancellation Policy:
Any cancellations received in writing before October 2nd, will receive a refund minus a $100 administrative charge. Thereafter, refunds are not available. Substitutions may be made at any time by emailing inevents@investmentnews.com

Speakers

Mark Bruno

Managing Director, Associate Publisher, InvestmentNews

View More

For More Information...

Join the Conversation

Join our LinkedIn Group and follow us on Twitter to participate in the most important conversation impacting our industry, and network with other top advisory firms and financial advisers who are attending the Summit.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.