Improving Your Bottom Line through Returns, Retention, and Referrals 

InvestmentNews Women Adviser Summit was launched in 2015 because we felt there was a need to offer a forum designed for women, by women, and about women in financial advice.  For 6+ years, our summits have been focused on you - female financial advisers - and your concerns as you continue to grow your business.  Our speakers and sessions are focused on offering updates on the industry trends and practice management advice to grow your business and increase your bottom line.

We are excited to bring the in-person Women Adviser Summit back to New York City! 

We will present strategies, tactics, tools, and best practices from your financial adviser peers and industry influencers on how to successfully grow your business. You’ll hear inspirational keynotes, thought-provoking panels, and engaging presentations on increasing your bottom line through renewals and retention! 

We know you have missed meeting in person and interacting with your peers face-to-face.  And we have missed hosting you!  We are very excited to SAFELY bring the women adviser community back together in NYC.


Women Adviser Summit 2021 will offer pertinent content from a diverse faculty of speakers.  
- Keynote presentations from the leading experts
- Panels of your peers sharing best practices and growth strategies
- Featured sessions from the experts 
Some of these sessions will be eligible for the CFP CE credits. 


After so many virtual events, we are excited to bring the industry back together in-person. 

We know you have missed seeing your peers, colleagues and friends. Women Adviser Summit 2021 in NYC will offer ample opportunities to catch up!  


Visit investmentnews.com for the latest stories.  

InvestmentNews is the trusted resource for financial advisers. Our multi-platform approach consists of quality content, data and information, served to advisers across our premium magazine, digital, research, custom, and events. Our extensive reach includes 1.1 million financial services professionals who influence more than $23T in managed assets.*  Our technology-led platforms and intelligence, coupled with our reader engagement, has allowed us to provide extensive coverage and analysis of important topics in the financial advisory industry, ultimately providing our audience with content that enables them to do their jobs better.

*Source: Advantage, Google Analytics, Microsoft Dynamics, Cvent, LSC PagePro, LinkedIn, Twitter, Facebook, July 2020.