Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2022-2023
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: 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012
Don’t see your conference? Let us know! Submit your conference.
December 2022
The MarketCounsel Summit sits as the industry’s capstone event each year, bringing together the leadership of the country’s preeminent independent investment advisors, their service providers, and both financial and industry media. It’s a forum like no other industry conference – a neutral zone of sorts allowing the profession’s leadership to convene and join in the conversation, engaging dialogue and civilized debate, all with the objective of elevating the role of the independent investment advisor. This invite-only event is the last chance of the year to escape the office, assess the landscape, examine the opportunities and threats that lie ahead, and plan to implement.
Attendees can meet with like-minded professionals who are changing the Fintech industry, uncover the latest trends in Fintech, and find new ways to collaborate in this exploding industry.
INVEST Cryptocurrency For Advisors is where the industry’s top minds will come together to decide what’s real and what’s vapor in the chaotic crypto space. From banks and wealthtech leaders to asset managers and regulators — the community will gather to demystify digital assets and separate the real opportunities from the momentary trends.
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.
January 2023
The 57th 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.
The CONNECT conference will be an opportunity to connect with and learn from leading international and cross-border practitioners that do financial, tax, and estate planning. Financial planners, wealth managers, private bankers, CPAs/accountants, and other advanced financial professionals are all welcome!
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.
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. Unlike any other meetings, this invitation-only conference offers paradigm-shifting information that can be immediately implemented. There is 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.
Participation is limited to just 100 advisors in order to provide personal interaction with experts and with other top producing teams. Advisors are also encouraged to bring other team members from their firm, including their implementers. This could be the firm's COO, Marketing Director, or others who are key to executing ideas within the firm. Space for this event will be allocated on a first-come first-reserved basis.
This year's PFP Summit will be held in person and will include sessions on a wide variety of areas relevant for firms of all sizes, including transitions advisors and their clients are going through, how to develop a successful internship program, niche practices, and a panel of next generation firm owners discussing the succession planning process.
February 2023
LLIS Academy provides education for fee-only financial advisors on all things insurance. Attendees can earn CE credits and network with other advisors.
The summit will bring together aspiring financial planning students across the country to network and broaden their knowledge about a career in financial planning. This free event provides an opportunity for students to learn from thought leaders in the financial planning profession. The day will wrap up with a virtual career/networking fair with potential employers.
This annual symposium covers key topics for fee-only planners and provides ample time for networking with fellow NAPFA members from the South.
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 Investments & Wealth Masters Forum–Scottsdale takes a structured yet flexible approach in covering content related to planning for the intergenerational transfer of wealth. This exclusive event will focus on the curated needs of high-net-worth and ultra-high-net-worth clients and is available to those advanced advisors who serve clients with assets of $5M or more.
For 33 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.
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.
The conference will provide a comprehensive look into current trends and professional development. The 2023 Conference will feature industry-leading keynote and breakout speakers, interactive group discussions, and plenty of networking opportunities.
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 symposium covers key topics for fee-only planners and provides ample time for networking with fellow NAPFA members from the Midwest.
*TBD
The Ascent conference is Orion’s premier advisor event bringing together more than 1,500 financial advisors, innovative fintech providers, broker-dealers, and tech-forward enterprise firms for three days of valuable content, industry insights, and networking opportunities.
March 2023
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.
This event features a range of expert speakers on behavioral finance topics and is geared for advisors who recognize the future of financial guidance is human first.
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.
April 2023
Envestnet Summit 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.
ACE Academy is the annual conference that brings together top academic speakers from Ivy League universities, along with the best industry practitioners to create a one-of-a-kind event that incorporates theory with practice. Covering the latest in investment, wealth management, retirement, and behavioral finance, this event has something for everyone.
May 2023
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.
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.
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.
DeVoe Elevate provides business-building insights for RIA owners and principals. Attendees will learn key strategies to optimize their human capital plan and drive sustainable growth.
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 industry professionals a variety of sessions related to current trends in technology, cybersecurity, risk management and much more.
The Inside ETF's 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.
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.
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.
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.
Finovate conferences showcase cutting-edge banking and financial technology through a unique blend of short-form demonstrations and key insights from thought leaders.
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
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. There is no conference attendance fee for existing TradePMR advisors or RIAs seeking a new technology and custodial services provider.
June 2023
The pace of change accelerated significantly in the last few years and it isn’t slowing down. Depending on your mindset, skill set and resources, this can either be a challenge or an opportunity. 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 your 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.
Featuring demos, interactive panels, and insightful keynotes, INVEST is curated for powerful networking and meaningful discussions. The conference is designed for the wealthtech community to connect and collaborate to address the latest tech and the industry’s most pressing issues with a high level of interactivity.
July 2023
August 2023
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.
September 2023
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, and art exhibitions.
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.
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 a lot of content on marketing and growth strategies to get to that next level, and inspirationally-oriented keynote sessions to fire up attendees to go home and try it all out.
#XYPNLIVE 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, #XYPNLIVE 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. Attendees can join #XYPNLIVE 2023 either live in Denver or virtually.
October 2023
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.
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