Partner With Us
Join a group of leading game changers in the industry along with top Ivy League speakers, academics, and practitioners for a one-of-a-kind event, May 27–30, 2020.
Our annual conference brings together 1,500 advisors, and 80+ exhibitors over 3.5 days all under one roof.
Use our room block to get preferred rates!
Sheraton Boston Hotel
39 Dalton Street Boston, MA 02115
Make your reservation now or call +1 888-627-7054.
Hilton Boston Back Bay
40 Dalton Street Boston, MA 02115
Make your reservation now or call 1-617-236-1100. Rates available through May 6 and available on a first-come, first-served basis.
Boston Marriott Copley Place
110 Huntington Avenue Boston, MA 02116
Make your reservation now or call + 1 877-901-2079. Rates available through May 4 and available on a first-come, first-served basis.
Want to get your brand in front of the industry’s top advisors? We can help with our new Institutional Partner Program. Investments & Wealth Institute’s members manage more than
$4 trillion in assets for over 700,000 clients. If you are looking to engage with these exceptional advisors, we can help. Members of the Institute include investment consultants, advanced financial planners, and private wealth managers from all channels.
We have several opportunities for unparalleled exposure to the sharpest thinkers and practitioners in the financial industry.
Don’t miss an opportunity to:
For $18,000 you can become an Institutional Partner and be recognized by Institute members, CIMA®, CPWA®, and RMA® certificants as an organization that supports their professional association. Your Institutional Partnership comes with a 10’x10’ Exhibit at ACE, 2 full conference registrations, Full-Page, Four-Color Ad in Investments & Wealth Institute, opportunity to post a whitepaper in the Institute’s whitepaper library, 5 complimentary Institute memberships (non-members only, one complimentary online course registration, and 5% of your Institutional Partner fee will go to support our general scholarship fund.
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