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Master List Of Financial Advisor Conferences For 2020-2021

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: 20212020 | 20192018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012

Don’t see your conference? Let us know! Submit your conference.

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May 2021

May
12-13
Virtual

The DeVoe G2 Forum is a premier event for RIAs seeking to optimize human capital plans that engage and retain next generation principals. For RIAs, people are the most important asset. But, often, the next gen is not ready to run the firm. The G2 Forum will provide tools and a concrete roadmap. Session topics include hiring, career pathing, leadership development, incentive compensation, the role of technology, and more.

Price: $325-$625
Early Bird: $325-$425 until 04/15/21
Content Focus: M&A, Practice Management
Channel: RIA
Organizer: Private Organization
May
17-20
Virtual

The Broadridge Fi360 Solutions Annual Conference is the industry’s premier professional development conference. Founded in 2004, the conference was designed to deliver practical, fiduciary-based content to advance designee practices. In just a few short years, the agenda grew to over 35 unique, educational sessions taught by some of the industry’s most sought-after leaders.

Today, the Broadridge Fi360 Solutions Annual Conference hosts over 800 investment professionals looking to grow their fiduciary knowledge by participating in insightful learning sessions, innovative workshops and thought-provoking discussions.

The conference is a great opportunity to earn continuing education (CE) credit that can be applied to industry credentials including the AIF®, AIFA®, PPC®, CFP®, IWI and more. Attendees will be able to complete yearly CE requirements for their Fi360 designations and earn over 10 hours for other industry credentials at this one event.

Price: $149
Content Focus: Advanced Planning, Practice Management
Channel: Bank Trust, CFPs, Experienced Planner, Independent BD, Insurance, RIA, Wirehouse
Organizer: Private Organization

June 2021

No conferences for this month.

July 2021

Jul
14-16
Las Vegas, NV

The Financial Independence Group Symposium is for any and all advisors interested in looking to learn new sales and marketing strategies going into 2021. Don't miss Michael Kitces speak on July 15th!

Price: TBD
Content Focus: Practice Management
Channel: Bank Trust, CFPs, Experienced Planner, Independent BD, Insurance, RIA, Wirehouse
Organizer: Private Organization
Michael Kitces
Speaker:
Michael Kitces
Topic:

*Five Industry Trends Reshaping Financial Advice

August 2021

No conferences for this month.

September 2021

Sep
29-1
Palm Springs, CA

Network with over 700 investment professionals from all over the country as you discover the latest developments in financial advice and technology. The Fearless Investing Summit is Riskalyze’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.

Price: $549
Content Focus: Advanced Planning, FinTech, Investment
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Vendor

October 2021

Oct
12-14
Las Vegas, NV

Ron Carson's Excell conference is for RIAs and BDs generating between 250k to 750k of revenue interested in going from being and advisor to being an advisory firm owner. This is an excellent conference for succession planning ideas.

Price: TBD
Content Focus: Practice Management
Channel: Independent BD, RIA
Organizer: Private Organization
Michael Kitces
Speaker:
Michael Kitces
Topic:

*TBD

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Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 42,456 of your fellow financial

advisors getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​

 

Join 42,456 fellow financial advisors getting our latest research as it's released, and receive a free copy of The Kitces Report on "Quantifying the Value of Financial Planning Advice"!

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