Join the 10th class of 40 Under 40 winners, alumni, and industry leaders for a look into the future of financial advice.

We invite all up-and-comers, alumni, and colleagues to celebrate InvestmentNews’ 10th class of 40 Under 40 honorees with a full agenda of special speakers, discussion groups, and plenty of networking. Come to learn about the trends shaping the industry and what’s going to matter to the practice of the future. Get in the room with the next group of changemakers!


Denoted sessions have been accepted by the CFP Board for CE credit, and can be reported for CFP® certification & renewal.

Denoted sessions have been accepted by the Investments & Wealth Institute for CE credit, and can be reported for CIMA®, CPWA®, RMA® & CIMC certification & renewal.


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We proudly maintain the highest standards of journalistic and editorial integrity, and we are dedicated to fostering a community of knowledge-sharing and collaboration among our readers and contributors. Our goal is to be a trusted and indispensable resource for the financial services industry, delivering value and innovation through our news coverage, research, events, and multimedia platforms.

Above all, we are passionate about empowering financial advisors and helping them succeed in serving their clients and achieving their business objectives. InvestmentNews strives every day to be a catalyst for growth and positive change in the wealth management industry and to inspire the next generation of financial advisors.

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