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NOVEMBER 13, 2019 | Swissôtel CHICAGO


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.

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


Mark Bruno

Managing Director, Associate Publisher, InvestmentNews

Megan Carpenter

Co-founder and CEO, FiComm Partners, LLC

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