Top Advisory Firm Summit

Provides CEOs, COOs, CTOs, CMOs, and Managing Partners a day to work on their business with peers and 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.

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.

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.

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