2019 Agenda

10:00am – 10:30am

Registration and networking breakfast

10:30am – 12:00pm

Key findings from 2019 InvestmentNews Compensation & Staffing and Adviser Technology Studies

This session will specifically focus on the latest trends and developments in industry compensation – and ultimately how top firms are implementing technology and strategies that are aligned with overall goals for growth.


Mark Bruno, Managing Director, Associate Publisher, InvestmentNews

Matt Sirinides, Senior Manager, Research and Data, InvestmentNews

12:00pm – 1:00pm

Awards luncheon

1:15pm – 2:15pm

Drivers of growth: The strategies for solving your biggest challenges

2:15pm – 3:30pm

Top Advisory “in focus” sessions

TED-style talks from leading experts that can help improve your firm’s culture, sales, marketing and business results.

3:30pm – 4:00pm

Networking break

4:00pm – 5:00pm

Components of a winning culture: Leadership, technology, and human capital strategies that work 

5:00pm – 6:30pm

Top Advisory Firm cocktail reception

*Agenda subject to change.

Sponsored by

register now


NOVEMBER 13, 2019 | Swissôtel CHICAGO

Travel / Hotel

Swissôtel CHICAGO

323 East Upper Wacker Drive

Chicago, IL 60601

Tel: 312-565-0565

Get map and directions

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.

We’ll see in the Boston @KateHealy_TDA!, May 17, 2019 7:20PM @eventsFromIN Great insight on the impact of a potential trade war with China on fixed income with @BMO Janelle Woodward. #WAS2019, May 16, 2019 10:18AM @eventsFromIN Wondering what impact the trade war with China will have on the economy and your clients’ portfolios? Attendees are…, May 14, 2019 10:00AM @eventsFromIN

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 It'll help us continue to serve you.

Yes, show me how to whitelist

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