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Events

InvestmentNews’ best-in-class events offer financial advisors and wealth-management professionals unmatched learning and networking opportunities. In 2022, over 2,000 advisors and industry players registered to gain insights on the topics affecting their business, including: retirement planning, technology, alternative investments, practice management, how to grow an RIA, breaking away and much more.

For sponsorship opportunities, please contact Mike Schott. For speaking inquiries, please submit a conference session proposal.

Upcoming Events

Previous Events

December 2023

RIA Lab – Evaluating & Comparing TAMPs

Thursday, December 7, 2023

The InvestmentNews RIA Labs are intended to deliver timely and thought-provoking content in a compact and easily consumable format. These interactive, virtual sessions provide the opportunity to take a deep dive on critical topics and interact and engage with your closest peers. In addition, you’ll have to opportunity to help InvestmentNews shape the content for the next RIA Summit taking place in 2024.

November 2023

Women Advisor Summit New York

Wednesday, November 8, 2023

We invite women advisors and their allies to join us for the Women Advisor Summit, an event dedicated to the growth and success of women in the financial advice industry. Since 2015, InvestmentNews has created a unique forum where women advisors and those who support them can connect with each other and the latest ideas in practice management, career growth, and industry trends. You will return to your practice inspired with practical ideas, new tools and valuable connections with your peers and industry influencers. Get ready to enjoy a day of community, connection and even CE credits.

Women to Watch Summit & Awards

Tuesday, November 7, 2023

Each year, InvestmentNews celebrates achievements that measurably advance women in all aspects of the investment industry, at employers of all sizes. We invite you to nominate candidates and companies who exemplify these outstanding accomplishments through their leadership, passion, creativity, and willingness to help others along the way.

In 2022, we added three new categories for individual nominations, with a focus on different facets of a woman’s professional life cycle, and emphasis on measurable results that have made a difference for clients, firms, or in the community. In addition to our five Individual categories, we also have two firm-level categories to recognize companies/organizations that empower their female advisers.

October 2023

Advisor Insights Lab – Thrivent Advisor Network

Thursday, October 12, 2023

What if you could multiply the positive impact you have on your clients, employees, and community? This virtual event will explore how financial advisors can use their business for good, while also driving new growth. Join us and learn how to lead a purpose-driven organization that engages and inspires your employees, advise clients on maximizing their giving to best align with their life’s purpose, and leverage your influence and giving power as a business owner to make positive change in your community.

September 2023

RIA Lab: Fee-based Insurance & Annuities

Thursday, September 21, 2023

The InvestmentNews RIA Labs are intended to deliver timely and thought-provoking content in a compact and easily consumable format. These interactive, virtual sessions provide the opportunity to take a deep dive on critical topics and interact and engage with your closest peers. In addition, you’ll have to opportunity to help InvestmentNews shape the content for the RIA Summit.