For the first time in 2019, InvestmentNews will present its flagship research study, which identifies trends in compensation, organization design and financial performance throughout the wealth management industry. The session will specifically highlight how compensation levels are changing throughout the industry – and how top firms are designing compensation strategies that are driving individual, team and firm success. Study results will also focus on new and frequently added roles that are improving productivity, as well as an enhanced client experience.

Speakers:

Mark Bruno, Managing Director, Associate Publisher, InvestmentNews

Brandon Odell, Partner & Director of Business Consulting, The Ensemble Practice

Three TED-Style Talks that focus on how advisory firms can increase their assets under management. Topics/potential speakers include:

Megan Carpenter, CEO & Co-Founder, FiComm Partners, LLC

Mike McGinley, EVP, Small Business Banking, Live Oak Bank

To uncover the traits every “Best place to work” has in common, InvestmentNews will interview the winners in this category to look for key commonalities and best practices that are driving success at some of the industry’s top advisory firms.

Speakers:

Susan Dickson, COO, Private Ocean

Susan Chase Korin, Owner, COO & Chief Compliance Officer, Balasa Dinverno Foltz LLC

Moderated by:

Liz Skinner, Special Projects Editor, InvestmentNews

InvestmentNews Research has found that the industry’s most successful firms have an intense focus on working with the right clients. This includes having clear client segmentation strategies, as well as a structured process for managing client profitability. This session will present results from a new InvestmentNews research project on measuring and managing client profitability – and will also provide strategies for clearly defining your ideal client relationship.

Speakers:

Dan Bonder, American Century

Moderated by:

Mark Bruno, Managing Director, Associate Publisher, InvestmentNews