Archived Events

September

Conference

Denver Women Adviser Summit

Tuesday, September 10, 2019

The InvestmentNews Women Adviser Summit, a one-day workshop now held in six 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.

Conference

Diversity & Inclusion Awards

Tuesday, September 24, 2019

Attend an 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.

July

Conference

Boston Women Adviser Summit

Tuesday, July 9, 2019

The InvestmentNews Women Adviser Summit, a one-day workshop now held in six 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

Retirement Income Summit

Tuesday, May 14, 2019

Join InvestmentNews at the 13th annual Retirement Income Summit—the industry’s premier retirement planning conference.



Clients and investors continue to search for retirement income solutions and personalized investing advice. This two-day workshop features the leading experts providing insight into the economy, markets, the state of healthcare and trends in retirement planning as well as social security claiming.

Conference

Chicago Women Adviser Summit

Thursday, May 16, 2019

The InvestmentNews Women Adviser Summit, a one-day workshop now held in six 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.

April

Conference

Innovation Summit 2019

Wednesday, April 17, 2019

On April 17, 2019 InvestmentNews gathered the biggest names and the brightest minds in the financial services industry in one room, for one day. This new event included the icons and innovators alumni, along with those recognized on this year’s list to discuss how they turned passion into action and ideas into transformation.

March

Conference

WOMEN to WATCH

Thursday, March 14, 2019

InvestmentNews is honoring female financial advisers and industry executives who are distinguished leaders at their firms. These women have advanced the business of providing advice through their passion, creativity, inclusive approach and willingness to help other women along the way.

Conference

Huntington Beach Women Adviser Summit

Tuesday, March 26, 2019

The InvestmentNews Women Adviser Summit, a one-day workshop now held in six 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.

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.

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