Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2025-2026
The proliferation of financial advisor conferences in recent years has created more and more choices for advisors (and the vendors trying to reach them) to find the exact right fit of topics and fellow attendees. The challenge? There are now dozens of excellent conferences across the country every year, and it's hard to know which one(s) to choose!
To make your conference planning easier, we are happy to present to you a comprehensive calendar of all the financial advisor conferences across the US each year, from broker-dealer to RIA conferences, covering topics from retirement planning to practice management and everything in between.
We regularly update this list, so make sure to bookmark the page and check back often for new events! In addition, you can check out our annual highlights of Best Conferences for Financial Advisors at:
Prior Years’ Best Conferences Lists: 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012
Don’t see your conference? Let us know! Submit your conference.
January 2025
The 59th Heckerling Virtual Institute will provide professionals involved in estate planning with the information and practical guidance they need to plan effectively in the currently evolving and unpredictable legal and economic environment. The faculty of leading experts will explore today’s most important tax and non-tax planning issues, including the planning implications of recent or anticipated legislation or regulations.
AdvisorCon is an intimate, single-track, 2-day conference that brings together the best practices, experience, and perspectives of top advisors in the industry to help advisors grow. This event includes highly focused presentations, interactive Q&A sessions, and networking opportunities.
Advisors attending this year's symposium will hear from expert speakers on topics including tax planning, client conversations, cultural competency, and more.
*TBD
FSP Institute is a powerful learning experience in which subject area experts present sophisticated strategies and cutting-edge insights in a uniquely collaborative format; practitioner attendees and speakers emphasize practical application that elevates client service. Attendees can also earn up to 18 hours of CE credit.
This event brings together CPA and other financial planners who are leaders or future leaders in their firms to discuss and learn about topics that will help them make decisions for their firms and their careers. The Summit includes speakers and facilitators who are thought leaders in the profession discussing topics that go beyond the technical knowledge and strategies that clients require, including developing better and deeper client relationships, succession topics, employee development and firm culture, next generation changes on clients and staff, growing your business the way you want, balancing your own life goals with that of your business, and more.
The Financial Services Institute's National Conference is for independent financial services firm executives: CEOs, senior executives, managers, and employees of FSI members as well as prospective members. The over-arching objective of this conference is to discuss how the industry is changing and how that impacts the business of financial planning.
February 2025
This annual symposium covers key topics for fee-only planners and provides ample time for networking with fellow NAPFA members from the South. Live simulcasts will take place in several locations throughout the region.
EWAS is a unique opportunity for attendees to learn how to exponentially grow their practices while creating more balance in their life. The conference offers the opportunity to network while hearing from global experts on key issues. Topics include, but are not limited to, creating an ideal company culture, digital marketing, how to best monetize a practice, finding great associates, and business structures in the new regulatory environment.
For 35 years, financial professionals of Central Florida and beyond have gathered at Symposium to attend advanced educational sessions, learn cutting-edge business practices, and network with the best and the brightest in the profession.
The Ascent conference is Orion’s premier advisor event bringing together financial advisors, innovative fintech providers, broker-dealers, and tech-forward enterprise firms for three days of valuable content, industry insights, and networking opportunities.
At the Success Summit attendees will experience a spirit of camaraderie, personal and professional development, career networking, sales ideas, motivation and inspiration. Sessions will help attendees learn how to decipher investor behavior and create a compelling client experience, blueprint your business, attract top talent and scale your firm for growth, incorporate the 3 types of business stories successful advisors use, leverage technology to serve clients of all generations, and avoid the biggest “sales killing” mistake most advisors make,
This complimentary summit aims to foster networking and expand students' knowledge about pursuing a career in financial planning. The Summit provides an opportunity for students to learn from thought leaders in the financial planning profession and will offer sessions focused on topics outside of the traditional classroom topics.
NAPFA's Large Firm Forum is an invitation-only event for shareholders and principals from large financial planning firms with $1 billion+ AUM. Attendees participate in a program of thought-provoking presentations from prominent speakers, in-person round table discussions, and brainstorming with other industry leaders who manage distinctive challenges each day as they lead their firms into the future.
The second annual Advyzon Conference will include prominent keynote speakers and industry thought leaders, hyper-relevant breakout topics, leading service providers in the exhibit hall, and Advyzon-focused sessions in order to help advisors get the most out of the Advyzon platform. This event will offer multiple tracks for advisors depending on their needs and interests.
This annual event is a platform for learning, exchanging ideas, and building connections. Attendees will have the chance to engage with industry leaders and gain continuing education credits in their respective fields. This event is renowned for attracting the brightest minds in the industry, providing a conducive environment for networking and collaborating with like-minded professionals.
*Planning Strategies to Mitigate the Impact of the 10-Year Rule
*SECURE Act 2.0: Retirement Planning Opportunities and Challenges
The Kingdom Advisors conference is a place for advisors to learn and connect with thousands of their peers who are integrating faith and practice.
* Rethinking Advisor Marketing to Generate More Scalable Growth
During this two-day event, attendees will discover new sales ideas, lead generation tools, message frames, and product designs to better prepare clients for retirement. Advisors also will learn to position and address emerging retirement risks, including legislative changes in Washington, today's tax and economic environment, lifespan concerns, and more.
Wealth Management Convergence provides advisors with the latest investment and practice management strategies to help build their practices and is designed exclusively for financial professionals who are focused on growing their business and serving their clients.
This invite-only event in Scottsdale hosts CIOs and their investment team members from RIAs and family offices around the country for a blend of investment workshops, RIA industry insights, and networking opportunities. Attendees have a unique opportunity to discover new investment ideas for their portfolios, learn from some of the best CIOs in the wealth management industry, and get a look at new developments in RIA technology.
March 2025
The T3 Technology Conference is a technology conference designed for independent and hybrid financial advisors, and also includes an Enterprise Track for financial services executives. The primary benefit of attending the conference is the opportunity to simply see ‘everything’ that the advisor technology landscape has to offer, in one efficient trip. This makes the T3 conference especially appealing to independent advisors who are ‘shopping’ for new technology solutions in a particular category or simply those that want to see what the latest-and-greatest is.
Horizon 2025 is a conference is the first of its kind, fully committed to the retirement knowledge advisors need, with over 24 workshops from industry luminaries, and 4 keynotes focused on turbocharging growth, client experience, and advanced planning in an advisory firm. The conference is built to be part lecture series and part 5-star retreat, incorporating the entire Loews campus with inside-outside experiences, local cuisine, and entertainment. The American College of Financial Services created Horizons to fill the knowledge gap and provide the actionable applied insights advisors need to support pre- and current retiree clients. The speaker lineup includes the top thought leaders, academics, and researchers in the retirement space, alongside motivational and growth-oriented keynotes, all in an ideal location, full of experiential networking opportunities and receptions.
Institutional Investor is delighted to convene some of the most brilliant minds in the world of independent Registered Investment Advisors (RIAs), multi-family offices, single-family offices, broker-dealers, private banks, and trust companies.
The content and subjects for this event are meticulously curated by an advisory board comprising seasoned experts from various facets of the wealth management industry. Whether your interests lie in private equity, private credit, real estate, venture capital, natural resources, commodities, and beyond, the expert presentations, panel discussions, and workshops will cater to every executive in attendance.
The Investment Adviser Compliance Conference is a comprehensive, in-person program that provides investment advisers with the most up-to-date information available on the changing regulatory landscape. The program features a distinguished roster of speakers who are experts in their fields — including SEC officials, investment adviser industry professionals, legal experts, and the IAA legal team. In addition to meeting and interacting with peers, participants will return to their firms with practical insights and knowledge of best practices to help them maintain a successful compliance program.
The Blue Vault Alts Summit is an annual conference which equips wealth advisors to grow their businesses by differentiating with alternative investments.
*Fireside Chat
Join fellow advisors for a masterclass on creating and running a successful independent practice. Topics will include RIA formation, acquisition and growth, succession planning, and more.
Attendees at the Silloet Summit will discover cutting-edge marketing strategies, learn how to engage prospects effectively, and stand out in a competitive market. Topics for this year's event include digital analytics, how to capitalize on data, and multi-channel marketing.
The Barron’s Independent Summit is a gathering of self-made leaders, offering content designed to highlight the best practices and specific needs of independent advisors as well as a unique opportunity to interface and network with the peers who best understand their businesses.
This intimate event focuses on the needs of advisors using advice only, flat fee, and hourly models and offers attendees the opportunity to gain practical insights from practitioners and have plenty of one-on-one and small group interactions with like-minded advisors.
Future Proof Citywide will be taking over a significant stretch of Miami’s South Beach to connect the most influential allocators and the leading constituents in investment and wealth management. This event will also include the Breakthru Meetings Program, Future Proof Citywide's groundbreaking one-to-one meetings program that will facilitate more than 25,000 pre-scheduled, onsite, 15-minute introductory meetings in two days.
Exchange is a holistic financial services conference where advisors can strengthen their skills and develop across core dimensions of their professional portfolio.
Over one and half days, Institutional Investor’s Retirement Plan Advisor Summit will provide senior-level executives from the most innovative and essential retirement plan advisory firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses are facing today. The sessions will be formatted as case studies, industry-expert presentations, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry.
Experience 2025 is the Investments & Wealth Institute's flagship annual conference. Attendees will have access to the relevant knowledge, insights, and tools required to best serve their clients and distinguish their expertise in a global and highly competitive marketplace.
April 2025
Barron’s Teams Summit gives advisors and their teams the tools to raise the bar for service and improve client outcomes. This event brings together advisory teams for 3 days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management, and share innovations in wealth management.
Envestnet Elevate brings together advisors, RIAs, enterprises, and fintechs into the same space to discuss how wealth management technology can transform clients’ futures, and is especially valuable for those advisors who are using Envestnet to manage their wealth management process. Attend the conference to learn more about Envestnet functionality, hear from industry thought leaders, and network with advisors facing similar challenges and opportunities.
FA Magazine's Invest in Women Conference is a forum to discuss those issues that are meaningful for women in financial planning as well as serving female clients. Both women and men are encouraged to attend to build networks and practices.
This event offers opportunities for discussion, networking, and professional development, with agenda topics including investment strategy, practice management and personal and professional growth.
This year's event includes speakers on advisor marketing, end-of-life planning, and more, as well as networking opportunities. CE credits are available
FPA Retreat is a gathering for advanced financial planners interested in networking and technical skills development. The event allows experienced advisors to spend time with other veteran practitioners who are looking for some fresh ideas and a new spark.
Tiburon hosts semi-annual summits for its CEO clients that provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the wealth & investment management businesses.
Join the Central Ohio, Northeast Ohio, and Southwestern Ohio chapters of the Financial Planning Association for the second FPA All-Ohio Symposium. The event will feature an ethics session, welcome reception, and a day and a half of programming and networking opportunities.
*Applying Behavioral Finance In Your Financial Planning Practice
*AMA
May 2025
FPA of Northeast New York's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Northeast New York. FPA events are for financial professionals from all areas and designations.
The FPA of NJ's Annual Spring Symposium is an all-day educational event featuring keynote speakers and morning and afternoon breakout sessions on a variety of compelling and worthwhile topics.
*Tax Efficient Withdrawal Strategies in Retirement
*Applying Behavioral Finance in Your Financial Planning Practice
This year's symposium includes expert speakers on a wide range of topics, including tax planning, retirement planning, advisor marketing, behavioral finance, and more.
*Rethinking Monte Carlo Results for Better Client Conversations
The Exit Planning Summit is for professional advisors who are committed to working with business owners, accelerating business value, aligning personal and financial strategies for the business owner, and meeting the top Certified Exit Planning Advisors in the profession today.
CFA Institute LIVE unites investment professionals from around the world, bringing together leading industry voices, academics, and diverse market participants. The conference is a dynamic platform designed to inspire, educate, and empower attendees as they navigate the ever-evolving landscape of finance. Themes for this year's event include sustainable investing, the evolution of investment professionals, the digital revolution, and how to thrive in capital markets amidst challenges.
Active investment managers are invited to this annual conference to experience a wide variety of speakers and panelists, plus plenty of networking opportunities. The conference includes sessions on trading techniques, risk management, and investment management strategies, as well as marketing tips and the latest in technology.
Connections is iPipeline’s premier 3-day event in the insurance and financial services industries, featuring 50+ educational sessions from iPipeline customers and employees, third-party experts, top industry partners, and prominent keynote speakers. Connections provides an opportunity to explore how the industry leverages emerging technologies, data, and innovations to accelerate sales and achieve deeper market penetration – all while engaging with others in the industry to discuss challenges and successes on a grand scale.
Finovate conferences showcase cutting-edge banking and financial technology through a unique blend of short-form demos, key insights from thought leaders, and networking opportunities.
Attendees at NAPFA's Spring national conferences can expect broad-based education opportunities on a variety of planning topics, the latest information in industry and regulatory trends and issues, greater insight into NAPFA and its advocacy for consumer protection and fiduciary standards, and the chance to interact with a peer group committed to putting client interests first.
DeVoe Elevate provides business-building insights for RIA owners and principals, with topics ranging from maximizing referrals from clients and professional relationships to best practices in talent management. Attendees will learn key strategies to optimize their human capital plan and drive sustainable growth.
The FPA Puget Sound Symposium provides attendees with a comprehensive look into current trends and professional development. Advisors will leave with practical strategies, insights, and guidance on how to propel their financial planning careers forward.
*An In-Depth Look at Optimal Balancing Strategies
*Strategies for Managing Sequence of Return Risk in Retirement
This invite-only event in Nashville hosts CIOs and their investment team members from RIAs and family offices around the country for a blend of investment workshops, RIA industry insights, and networking opportunities. Attendees have a unique opportunity to discover new investment ideas for their portfolios, learn from some of the best CIOs in the wealth management industry, and get a look at new developments in RIA technology.
This event combines Future Proof’s distinctive modern event style with Breakthru, a tech-enabled networking event program. The result is a unique wealth management retreat unlike any other. The Future Proof Leaders Retreat is curated to not only address the pulse of the industry but to celebrate the diverse interests and lifestyles that enrich our community. At the Retreat, every interaction is designed to spark meaningful connections, whether through business-focused one-to-one meetings or lifestyle-aligned activities and networking experiences.
FINRA's Annual Conference provides the opportunity for practitioners, peers, and regulators to exchange ideas on today’s most timely compliance and regulatory topics. The conference offers a broad range of topics including regulatory compliance, risk management, crypto asset developments, trends and threats in financial crimes, and the evolution of branch office inspections, among others.
Speakers at the 46th edition of the MOKAN conference will discuss a wide range of topics of interest to advisors. CE credit will be available for a wide range of certifications.
* Untangling The IRS’s New Finalized (And Proposed) Regulations on RMDs
* Using Trusts as IRA Beneficiaries
MilMoneyCon’s diverse attendee base, ranging from active-duty service members to financial planners, counselors, and educators, all share a common goal of improving the financial lives of others. This unique mix leads to invaluable networking, learning, and idea exchange, contributing to the professional growth of all participants over the three-day conference.
The Q4 Top RIA Forum provides an opportunity for leading Registered Investment Advisors and Multi-Family Offices to engage with one another alongside solution providers representing cutting-edge investment institutions and wealth technology companies. Throughout 2.5 days, participants can join dynamic roundtable discussions, listen to motivating keynote speakers, and partake in customized one-on-one sessions. The event also incorporates various networking prospects, including cocktail receptions and dinners.
The FPA NorCal conference has spent decades honing itself into what is technically still a “regional” conference, but in practice is consistently one of the best national conferences in financial planning, attracting national-caliber speakers and featuring a rich series of breakout sessions across the 2-day event. The content features a broad mix of both technical and practice management sessions, though it does skew towards more advanced/experienced practitioners.
*TBD
*TBD
TradePMR's annual SYNERGY conference unites growing RIAs from around the country to network, learn, and converse about topics impacting firms, including pratice management, compliance, M&A, and technology. The conference agenda includes sessions hosted by TradePMR team members, successful RIA peers, and keynote speakers that are leaders of their respective industries.
*TBD
June 2025
BNY Mellon Pershing’s INSITE focuses on practice management featuring speakers from both inside and outside of the industry. Held annually in the summer, the goal of the conference is building practices. Attendees can also pick up CE credit.
AICPA ENGAGE offers a wide breadth and depth of specialized content as well as an exhibit hall filled with relevant tools and resources. Attendees will gain exclusive insights, develop practical skills, and network with their unique professional community over 4 energizing days.
The Jolt! financial advisor marketing conference is focused on teaching advisors how to build a predictable and profitable marketing system. The agenda has a heavy focus on actual marketing content, including how to create content that actually connects and attracts ideal prospects, how to build thought leadership in an advisor's target market, how to leverage storytelling to make marketing messages more memorable, how to use video and social media and other marketing channels to reach prospects, and how to scale marketing as the firm grows.
EDGE covers three pillars, investment, productivity, and growth, combining three specialized content tracks: Inside ETFs, WealthStack, and RIA Edge. Attendees can meet and connect with future-minded financial advisors, RIAs, broker-dealers, asset managers, investment banks, asset servicing, tech vendors, and more.
*TBD
This year's Forum offers the opportunity to hear from speakers on a range of high-impact topics and receive CFP, CPA, and Virginia Insurance CE credits.
This invite-only event in San Diego hosts CIOs and their investment team members from RIAs and family offices around the country for a blend of investment workshops, RIA industry insights, and networking opportunities. Attendees have a unique opportunity to discover new investment ideas for their portfolios, learn from some of the best CIOs in the wealth management industry, and get a look at new developments in RIA technology.
This event, sponsored by the Association of African American Fianancial Advisors' Women's Impact Initiative Network, serves as a gathering ground for top-tier female financial professionals, advisors, and experts. The agenda includes sessions on building professional networks, serving women clients, and advancement within the wealth management industry.
The RIA Central Investment Forum convenes premier RIAs for thought-provoking discussions via intimate roundtables, bringing key decision makers from every corner of the U.S. and Canada together in environments carefully built for purposeful collaboration. Through expert-led panel discussions, presentations, guest speakers, and real-time market research, this event will drive innovation in the dynamic and rapidly growing registered investment advisor community, helping RIAs make the investment decisions and practice management choices that will best serve their underlying clients.
The Morningstar Investment Conference provides advisors and financial experts with cutting-edge research, expert insights, and thorough analysis.
The US SIF FORUM 2025 will offer a unique opportunity to network with leaders in sustainable investing and learn about new approaches, emerging trends and policy developments. The annual FORUM attracts hundreds of professionals, including representatives of investment management and advisory firms, asset owners, research firms, financial planners and advisors, broker-dealers, community development institutions and other non-profits, along with policymakers and corporate leaders. Attendees will experience cutting-edge content to equip themselves to navigate and shape an evolving sustainable investing landscape.
This annual symposium covers key topics for fee-only planners and provides ample time for networking with fellow NAPFA members from the Northeast and Mid-Atlantic.
July 2025
Join the Currence Community and leading industry experts during this three-day event, where sessions will focus on how to amplify advisors' productivity, community, impact, scale, and influence. Attendees will learn how adding Income Under Management® (IUM) with Currence to their practice means there are always resources available to implement the growth and protection strategies designed for clients. Advisors will also have the opportunity to learn from other successful Currence Strategists and feel the impact Currence is having on clients’ lives.
August 2025
SWAY | LIVE aims at helping financial professionals amplify their personal brand. Through immersive sessions, delve into innovative social media strategies, content creation, and the development of your personal brand voice. Whether you're a retirement plan advisor, a visionary in wealth management, a fintech innovator, a TPA firm leader, or a wholesaler, SWAY | LIVE is designed to enhance your personal branding and influence.
The symposium includes opportunities for industry networking, professional development, continuing education, and skill-building, all while supporting and promoting the profession of financial planning.
*TBD
FPA NexGen Gathering is designed specifically for those who are new to the financial planning profession. This event is for everyone getting ready to enter the profession and in their first eight years of the profession. Attend for the opportunity to engage in thought-sharing conversational sessions, earn CFP CE credit, and feel empowered about the change that the next generation of advisors can bring to the industry.
ECHELON's Deals & Dealmakers Summit is for those advisors interested in succession planning as well as mergers and acquisitions. Attendees have the opportunity to network and collaborate with other financial professionals with the same objectives. Learn from individuals who have been through the process as well as about the tools and techniques for transitioning your firm.
September 2025
Attendees at NAPFA's Fall national conference can expect broad-based education opportunities on a variety of planning topics, the latest information in industry and regulatory trends and issues, greater insight into NAPFA and its advocacy for consumer protection and fiduciary standards, and the chance to interact with a peer group committed to putting client interests first.
Future Proof is a festival exploring all aspects of the future of wealth and takes place outdoors along the beach in Huntington Beach, California. The event seeks to connect people, purpose, and ideas through the lens of wealth, technology, culture and impact. In addition to industry speakers presenting in a variety of formats, Future Proof features live music, food, art exhibitions and Breakthru, the largest meetings program in wealth management.
FinovateFall allows attendees to reconnect face-to-face with the fintech community and plot a course for the future. The event includes live demos of innovative fintech solutions, expert advice from key influencers, and networking opportunities.
Barron’s 100 Summit is designed to facilitate a free-flowing exchange of information, ideas, and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies. This unique summit offers attendees the opportunity to meet and network with the leaders and opinion-shapers of the financial advisory profession.
The RIA West Investment Forum convenes premier RIAs for thought-provoking discussions via intimate roundtables, bringing key decision makers from every corner of the U.S. and Canada together in environments carefully built for purposeful collaboration. Through expert-led panel discussions, presentations, guest speakers, and real-time market research, this event will drive innovation in the dynamic and rapidly growing registered investment advisor community, helping RIAs make the investment decisions and practice management choices that will best serve their underlying clients.
This event serves as a gathering ground for top-tier financial professionals, advisors, and experts, all united with a shared vision of forging a path toward a prosperous future. Regardless of whether attendees are established B/AA Financial Advisors or just starting out in the profession, this conference offers a dynamic platform to elevate their expertise, broaden their professional network, and stay at the forefront of industry trends.
The Evolve Conference is designed to help advisors grow their financial planning business with insights on leadership, time management, and emotional intelligence. Attendees can gain strategies to increase client recruitment, strengthen client retention, and improve decision making under pressure during skills-building breakout presentations and network with peers focused on behavioral financial advice.
The MQ Gathering is a unique, conversation-driven event designed to connect attendees with the collective wisdom of the Money Quotient community and all who attend. Through facilitated group discussions and hands-on exercises, participants will get fresh insights, innovative ideas, and actionable strategies to elevate their practices. The MQ Gathering is more than just an event – it’s an opportunity to collaborate, learn, and grow alongside like-minded professionals who share a commitment to financial life planning.
The Insider's Forum finds some of the top thinkers in the financial advisory space and gets them to offer candid, forward-looking advice outside of their normal comfort zone, focusing on the most practical ideas that they can offer and creating a challenging educational experience for attendees. In addition, Insider's Forum offers an educational track purely for operations professionals as well as a curated exhibit hall.
XYPN LIVE has become the go-to event for advisory firms trying to figure out how to more efficiently scale advice itself, with sessions on topics from how to transition to and roll out a non-AUM fee-for-service offering for clients, leveraging paraplanners and associate advisors to make the advice delivery process more efficient, and “productizing” their advice offering to make it easier to market intangible advice services.
In addition, XYPN LIVE also includes an “AdvisorTech Expo”, which typically showcases 6-12 new up-and-coming technology solutions specifically focused on scaling advice – not ‘just’ scaling portfolio management for AUM clients – to catch a glimpse of the latest emerging technology to make it even more efficient to scale advice.
This annual conference conference brings together key experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management. No matter where advisors are in their careers or how they practice, they will find stimulating content and relevant sessions.
*TBD
This conference was created by leaders of the financial planning industry to go beyond theory and give advisors the tools to deliver massive value to their clients through tax planning. Every session of this summit will include action items and resources to make sure attendees go home and transform how they deliver tax planning.
*TBD
October 2025
The ACP Annual Conference is one of the premier events for fiduciary advisors dedicated to tax-focused, fee-only financial planning. The conference is for both ACP members and non-members alike and offers significant CE-earning opportunities.
RIA Edge’s peer-focused, workshop-oriented program will provide thoughtful frameworks and approaches for M&A, organic growth and talent development. This event is designed exclusively for RIA executives and provides solutions for the most complex pay, personnel, and growth challenges that leaders grapple with every single day.
The Summit is designed to be an interactive experience for RIA owners and principals contemplating transactions or transitions. This event will offer keynotes, general sessions, and panels on a range of RIA M&A topics, including the current state and outlook for RIA M&A, lessons from seasoned acquirers for prospective sellers, and more.
This event offers sessions that cater to advisors' goals, expertise, and experience level, providing a comprehensive understanding of current trends and professional development. Attendees will have the chance to hear from industry-leading keynote and breakout speakers and participate in numerous networking opportunities, fostering knowledge sharing and collaboration to enhance their professional network.
This invite-only event in Austin hosts CIOs and their investment team members from RIAs and family offices around the country for a blend of investment workshops, RIA industry insights, and networking opportunities. Attendees have a unique opportunity to discover new investment ideas for their portfolios, learn from some of the best CIOs in the wealth management industry, and get a look at new developments in RIA technology.
This conference is dedicated to education and information for women in planning, who want to learn more about growing personally and professionally.
This annual event will cover a range of key technical and practice management topics for advisors.
*TBD
Join an intimate group of CEOs from some of the most important wealth management firms for an afternoon of discussion followed by cocktails and dinner.
The 4th Q4 BD Exec Forum is an exclusive opportunity for senior Broker/Dealer Executives to network with peers and solution providers from leading investment institutions, insurance carriers, and FinTech companies. During this 2 ½ day event, participants will engage in roundtable discussions, listen to thought-provoking keynote speakers, and take part in personalized, one-on-one meetings. The Forum also offers various networking opportunities, such as cocktail receptions and dinners.
Join some of the best minds in wealth management for a full day of great ideas on improving your practice – including sessions on technology and platforms, M+A, organic growth, team building, A.I., valuations, and investment strategies.
Financial Planning’s ADVISE AI helps wealth management leaders leverage artificial intelligence and machine learning to improve and scale their businesses. This event will put cutting-edge tools in real-world use cases so attendees can understand the potential and immediately put this knowledge to work at their firms. In-depth workshops will educate attendees on the latest AI technology, teach them how to tap into the true potential of automation, and guide them on how to simplify their workflow by making the most out of modern tech stacks. Early bird pricing is available.
*Fireside Chat
November 2025
At PLANADVISER 360, attendees will gain the insights and resources needed to aid them in keeping themselves and their retirement plan advisory practices relevant. Attendees will hear from industry leaders on tackling the most pressing challenges in retirement and participant services today and have opportunities to connect and network with peers in retirement, wealth, and insurance. The conference offers experienced advisers, junior staff and support staff at advisory firms a chance to network, learn, and explore innovations.
The FPA Annual Conference offers a chance to learn and share best practices to achieve greater business success. Attendees will build their professional competency, hear from some of the profession's most preeminent thought leaders, and have the chance to connect with professionals of all demographics and business backgrounds.
Schwab IMPACT is an invitation-only event for those on the Schwab platform that brings together industry experts, top solutions providers, and thousands of advisors to talk strategy for taking client service and firm performance to the next level.
*TBD
The annual Strategy Forum is where successful investment and wealth practitioners converge alongside esteemed industry speakers, giving attendees the strategies to differentiate themselves from the sea of other financial advisors.
December 2025
This invite-only event in Sarasota hosts CIOs and their investment team members from RIAs and family offices around the country for a blend of investment workshops, RIA industry insights, and networking opportunities. Attendees have a unique opportunity to discover new investment ideas for their portfolios, learn from some of the best CIOs in the wealth management industry, and get a look at new developments in RIA technology.
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