Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2023-2024
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: 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012
Don’t see your conference? Let us know! Submit your conference.
October 2023
Attendees can network with 1,000+ investment professionals from all over the country and discover the latest developments in financial advice and technology. The Fearless Investing Summit is Nitrogen’s annual conference, empowering financial advisors to recharge in a beautiful location, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders.
*Rethinking Advisor Marketing to Generate More Scalable Growth
Ignite is designed to give advisors on the Financial Advocates platform the opportunity for education, networking, and fun alongside their peers. Attendees will gain ideas and takeaways that they can implement immediately in their practices.
*TBD
The Evolve Conference is designed to help advisors grow their financial planning businesses with insights on leadership, time management, and emotional intelligence from prominent keynote speakers Morgan Housel, Liz Fosslien, and Johann Hari. Attendees will learn strategies to increase client recruitment, strengthen client retention, and improve decision-making under pressure during skills-building breakout presentations and have opportunities to network with peers focused on behavioral financial advice.
This conference is dedicated to education and information for women in planning, who want to learn more about growing personally and professionally.
The Insider's Forum conference is an extension of the Inside Information service, which finds the best thinkers and the best ideas in the financial services space and gets those best thinkers to offer advice outside of their normal comfort zone, focusing on the most practical ideas that they can offer.
This virtual event includes sessions covering a wide range of alternative investment opportunities, from private credit and private equity to hedge funds and farmland.
AdvisorCon is an intimate, single-track, 2-day conference that brings together the best practices, experience, and perspectives of some of the best and brightest advisors in the industry to help advisors grow. This year's event features all of the most-requested speakers from the last 15 years and will provide attendees with more time-tested processes than ever before.
Join professional peers at a leading educational event for Wealth Management Professionals featuring keynote presentations by nationally renowned speakers. This event will provide continuing education credit for CFP®, CFA, CIMA, Nebraska & Iowa Insurance, CPE (Accounting), CLE (Legal) and PACE.
*TBD
ESG For Impact! is where investment experts come together to share information, collaborate on projects, and network with their peers. The conference's primary focus will be on client-facing advisors and asset managers who work with clients who want to use ESG (Environmental, Social & Governance) factors to construct quality investment portfolios while also supporting a sustainable and just society. All other members of the Socially Responsible Investment community are invited to attend as well. ESG For Impact! is a Choir Certified conference.
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 full day of programming and networking opportunities.
*TBD
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.
The Wealth@wor(k) conference is focused on helping employees achieve financial freedom through holistic workplace wellness. The event features over 50 expert-led sessions on retirement planning, investments, compliance, marketing, and more, plus dedicated workshops to help advisors manage their own wellbeing.
This annual event is designed to help advisors maximize their success with eMoney solutions and gain meaningful takeaways to add value to their practices. The 2023 eMoney Summit will be an entirely virtual event featuring a variety of impactful speakers, insightful panels, training opportunities, and more.
*Scaling Advice: From Financial Advisor to Financial Advicer
NAPFA's Fall National Conference is designed for fee-only financial advisors. Advisors can expect a mix of education and networking with other like-minded financial professionals.
Join the Financial Planning Association of the Triangle for its 21st Annual Fall Symposium. This year's event is centered around the theme of "Building the Foundation of Planning through Psychology" and will explore how through a deep understanding of human psychology, the next generation of financial planners can deploy a set of tools to help them effectively navigate the profession.
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
This conference brings together financial planning professionals to exchange knowledge, explore industry trends, and enhance their professional growth. With expert speakers and networking opportunities, the Spokane FPA Annual Conference is for advisors interested in gaining valuable insights, expanding their network, and staying current in the dynamic world of financial planning.
*TBD
The North American Conference on Islamic Finance (NACIF) is an international forum for Islamic finance scholars and practitioners to discuss and collaborate on the various innovative practices that are being used in the Islamic finance industry.
Schwab IMPACT is an invitation-only event 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.
The Advisors to Watch Summit features valuable insights on practice management and innovations in wealth management from industry leaders, along with plenty of time and space for conversations with peers, all in a fun atmosphere.
The Q4 BD Exec Forum offers broker-dealer executives the opportunity to meet with their peers and solution providers from innovative investment institutions and FinTech companies. Over the course of 2.5 days, attendees can participate in engaging roundtable discussions, hear from inspiring keynote speakers, and enjoy personalized, one-on-one meetings. CE is available for approved presentations.
November 2023
The National Association of Active Investment Managers' (NAAIM) Outlook Conference includes guest speakers, member panels, and roundtables offering learning opportunities, from forecasts from renowned financial analysts to practice management ideas, as well as networking among NAAIM members and not-yet-members alike. CFP CE credit will be available for attendees.
This conference provides attendees with a front-row seat to the latest news and trends shaping compliance, risk, and governance, as well as the opportunity to hear directly from renowned industry leaders and regulatory authorities as they discuss the future of compliance and regulation.
The ASCEND Conference offers high-profile speakers, timely presentations, chances to network and meet conference partners, and opportunities to earn Continuing Education credits.
*TBD
The InvestmentNews Women Advisor Summit is dedicated to the growth and success of women in the financial advice industry. The Summit allows women advisors and those who support them to connect with each other and the latest ideas in practice management, career growth, and industry trends. Attendees will return to their practice inspired with practical ideas, new tools, and valuable connections with their peers and industry influencers.
The conference features nationally-recognized speakers on advanced topics of interest to allied professionals and provides opportunities for attendees to cultivate multi-disciplinary relationships while collaborating on cutting-edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.
As the Registered Investment Advisor industry matures, the need for information on the latest industry trends and practice management advice is more pressing than ever. Established advisors, NextGen advisors, breakaways, and those who run RIAs all need the latest strategies, tactics, tools, and best practices for how to set up and efficiently operate an RIA practice. The InvestmentNews RIA Summit will offer content on how to deliver fee-based products and services, including alternative investment products, new areas of advice that RIAs can now offer, as well as content focused on marketing, technology, recruiting, succession, and more.
At IWI's annual Strategy Forum, successful investment and wealth practitioners converge alongside esteemed industry speakers, giving attendees the strategies to differentiate themselves from the sea of other financial advisors. Attendees will learn innovative strategies and fresh perspectives they can implement today across the three phases of the client wealth management lifecycle: growing, enjoying, and preserving wealth.
The Barron’s Women Summit brings together the best minds in the wealth management industry. It is designed to facilitate a free-flowing exchange of information, ideas, and insights from the industry’s most accomplished women advisors—in the interest of raising the standards of excellence in the wealth management profession. This event includes discussions on the challenges facing the wealth management industry, strategies for improving outcomes, and ideas on growing your business.
December 2023
January 2024
The 58th 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.
GFP CONNECT 24 is the only in-person conference for fiduciary financial planners who work with clients whose financial lives cross borders. Guest speakers will be presenting on topics ranging from tax and investing to practice management and other areas. The conference is open to financial planners, wealth managers, and affiliated professionals including CPAs/accountants, estate planners, tax attorneys, and other advanced financial professionals.
The T3 Advisor 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.
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.
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.
FSI'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 2024
For 34 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.
Exchange is a large-scale experience designed for advisors and those interested in the ETF industry. Built with financial advisors (not just for them), Exchange’s Marketplace will feature immersive experiences for advisors and industry participants alike, offering content designed to drive the industry forward.
The Kingdom Advisors conference is a place for advisors to learn and connect with thousands of their peers who are integrating faith and practice.
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.
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 two-day 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.
LLIS Academy provides education for fee-only financial advisors on all things insurance. Attendees can earn CE credits and network with other advisors.
March 2024
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 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.
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.
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 male and female advisors are encouraged to attend to build networks and practices.
Join like-minded advisors at Shift to hear from the leading voices and organizations that focus on the human side of financial planning, connect with advisors who are passionate about human-first financial guidance, and learn simple, effective strategies to connect with people and build trust.
April 2024
Experience 2024 is the Investments & Wealth Institute's flagship annual conference, assembling industry thought-leaders in Las Vegas, a city known for innovation, economic growth, and forward-thinking ideas. 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.
NAPFA's Spring National Conferences are designed for fee-only financial advisors. Advisors can expect a mix of education and networking with other like-minded financial professionals.
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.
May 2024
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.
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.
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.
The Inside ETFs conference is for those advisors that want to learn more about ETFs generally as well as how to position them in client portfolios. Attendees can connect with ETF issuers, ETF strategists, asset managers, and technology providers to learn more about the increasing number of investment options now available – and ultimately the solutions that will allow advisors to create more personalized portfolios for their clients.
RIA edge is built for financial advisors and leaders of advisory firms looking to strategically accelerate the growth of their businesses. The event will provide a comprehensive experience for financial advisors and industry leaders looking to network and position themselves among the industry’s elite on the topics of investment products, technology tools, the RIA ecosystem, risk management, and practice efficiency. In addition to high-level debates on the RIA Edge main stage, attendees also get access to Inside ETFs, WealthStack, and visionary keynote addresses.
WealthStack brings together the leading advisors, broker-dealers, and asset owners who have successfully leveraged tech to optimize their operations, provide a higher quality client experience, and ultimately grow their firm to share their stories and insight. Attendees can meet and connect with future-minded financial advisors, RIAs, broker-dealers, asset managers, investment banks, asset servicing, tech vendors, and more.
Envestnet Elevate 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.
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.
The next era of the Broadridge Fi360 Solutions Conference is here. Now known as the Broadridge 360 Advisor Summit, this event is expanding its appeal to support the convergence of retirement and wealth. Investment professionals from across the industry from advisory firms, recordkeepers, asset managers, banks, and more will gather for 3 days of thought-provoking content and to create long-lasting connections. Attendees can also earn CE credits for a range of credentials.
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.
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
June 2024
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.
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.
The Morningstar Investment Conference is an opportunity to join investment advisors, experts, and trailblazers for 3 days of frank dialogue, analysis, and perspective. The conference offers sessions, experiences, and networking to deliver sharpened focus, deeper insights, and the data you need to prepare for what’s next in the investor’s journey.
July 2024
August 2024
September 2024
The Carson Excell conference is a blend of sessions about how to scale an advisory firm beyond the founder/owner (the transition from practice to business), along with content on marketing and growth strategies to get to that next level, as well as inspirational keynote sessions to fire up attendees to go home and try it all out.
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.
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.
October 2024
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” your 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.
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