Archived Events

November

Conference

Best Practices Workshop

Tuesday, November 13, 2018

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.

October

Conference

Diversity & Inclusion Awards

Tuesday, October 9, 2018

Attend the industry’s first event celebrating diversity and inclusion as well as recognizing those who are leading the financial services profession in this important endeavor. Join InvestmentNews, as we strive to raise awareness, educate and inspire an industry to embrace diversity.

Conference

Women Adviser Summit - San Francisco

Tuesday, October 23, 2018

The InvestmentNews Women Adviser Summit, a one-day workshop now held in four cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

September

Conference

Women Adviser Summit - Denver

Thursday, September 13, 2018

The InvestmentNews Women Adviser Summit, a one-day workshop now held in four cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

July

Conference

Women Adviser Summit - Boston

Tuesday, July 10, 2018

The InvestmentNews Women Adviser Summit, a one-day workshop now held in four cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

May

Conference

Adviser Compensation & Staffing Workshop

Wednesday, May 30, 2018

The InvestmentNews Research team will present exclusive data and highlights from its bellwether benchmarking study that will identify best practices for setting and structuring compensation and benefits packages throughout your organization.



Specifically, this workshop will examine how top firms are now aligning compensation and incentives with broader goals for firm growth and development. InvestmentNews Research will also reveal the latest pay levels for the most commonly held positions across the industry – and examine how these plans are designed to ensure long-term success.



Registrants will receive a free copy of the 2017 Adviser Compensation & Staffing Study and 60-day access to the Adviser Research Dashboard.

May

Conference

Adviser Compensation & Staffing Workshop

Wednesday, May 30, 2018

The InvestmentNews Research team will present exclusive data and highlights from its bellwether benchmarking study that will identify best practices for setting and structuring compensation and benefits packages throughout your organization.



Specifically, this workshop will examine how top firms are now aligning compensation and incentives with broader goals for firm growth and development. InvestmentNews Research will also reveal the latest pay levels for the most commonly held positions across the industry – and examine how these plans are designed to ensure long-term success.



Registrants will receive a free copy of the 2017 Adviser Compensation & Staffing Study and 60-day access to the Adviser Research Dashboard.

April

Webcast

Advice Alpha: Re-defining value – and success – for an advice-centric era

Thursday, April 12, 2018

As investors and consumers become more empowered by technology, competition and pricing, the economics of advice and the business models supporting the delivery of advice must quickly evolve.



Importantly, the concept of success for both advisers and their clients is being re-defined.



New research from InvestmentNews and Cetera shows that success will be assigned to a range of considerations, notably intangible and emotional value, as well as predictive planning and effective engagement strategies. A move to more dynamic offerings and pricing will be required to maintain a vibrant and viable business – and ultimately shift from an adviser-centric to a truly advice-centric industry.

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  • Accepted for 1 CE Credit by the CFP Board. Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

Webcast

The how, when and where of managed accounts

Tuesday, April 17, 2018

With shrinking margins and the rise of robo-advice, financial advisers are searching for a solution that keeps them a step ahead. Investing has become more and more commoditized and advisers want something that can trim costs and still offer access to customizable asset management.


Join InvestmentNews and Gemini for this exclusive webcast where we will speak with executives, thought leaders and financial advisers about how managed accounts can impact your practice.

Webcast

Cracking the Code: Making Sense of Alternative Investments

Thursday, April 26, 2018

InvestmentNews Research estimates that $150 billion in alternative assets could be added to client portfolios among independent advisers over the next three years. Roughly 85% of all clients are now expressing interest in learning more about alternative strategies.

  • Visit Website

  • Accepted for 1 CE Credit by the CFP Board. Pending by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

March

Webcast

A Fintech Buyer’s Guide for Advisers

Thursday, March 15, 2018

Are you ready to invest in technology? Heres everything you need to know before spending a dollar.

Many advisers have embraced the value of digital tools to improve their firm, and are ready to invest in new technology to continue their ascent. But with so many options available, how do independent firms get started?



Should you settle for a package from a custodian that may be cheaper, or build your own “perfect fit?” InvestmentNews has assembled a panel of advisers and consultants to talk through the process and share what experience has taught them so your firm can be confident it’s getting the most ROI with its new fintech investment.



InvestmentNews has assembled a panel of advisers and consultants to talk through the process and share what experience has taught them so your firm can be confident it’s getting the most ROI with its new fintech investment.

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