2024 Conferences for Financial Advisors and Wealth Managers

Each year, investment professionals have dozens of events to choose from. How do you decide which are worth the time and money?

We surveyed US advisors and home office professionals about what they looked for in a conference. The top factors were:

• Peer learning and collaborative opportunities.
• Insights into industry trends and market dynamics.
• Depth and relevance of content tracks.
• Cost considerations.
• Prestige and expertise of keynote speakers.
• Conference duration.

This shortlist includes just a few of the events where you can engage with the community. You’ll hear from Morningstar experts on industry-leading technology, market trends, practical investment tips, and more.

Whether you’re a current client or an industry enthusiast, we hope you’ll join us at the conferences below.

January 22-25, Las Vegas, NV

T3 Technology Conference 2024

Called “#1 in wealthtech conferences” by Ezra Group’s Craig Iskowitz, T3 offers advisors and enterprises the unique and unparalleled opportunity to absorb everything that matters in the financial services industry, all in one event.

• Content highlights: cyber security, digital assets, fintech, marketing, advisor-client experience.
• Keynotes: TradePMR CEO Robb Baldwin, Advisor Engine CEO Rich Cancro, Envestnet CEO Bill Crager, Morningstar CEO Kunal Kapoor, and more.
• Morningstar session topics: building client confidence, practical investment data and insights.

February 11-14, Miami, FL

Exchange: An ETF Experience

At this holistic financial services conference, advisors can strengthen their skills and develop across core dimensions of their professional portfolios.

• Content highlights: AI, financial planning, investment trends, regulation.
• Keynotes: sport psychologist Dr. Wendy Borlabi, Blue Ocean Global Wealth CEO Marguerita Cheng, GMO cofounder Jeremy Grantham.
• Morningstar sessions: real talk on ESG.

March 5-8, Hollywood, FL

BISA Annual Convention

Bank insurance and securities industry executives can meet, network, and learn, fostering innovation for future success.

• Content highlights: AI, client retention, risk management, retirement.
• Keynotes: MIT AgeLab director Joseph Coughlin, retired Colonel Dr. Jeff McCausland, spoken word poet Sekou Andrews, Fidelity VP of research John Dalton.

March 5-6, Ontario, Canada

CAiP ESG & Sustainable Investing Forum

Senior pension fund executives and leading asset managers can take a deep dive into the practices, progress, and challenges of ESG, sustainable, responsible, and impact investing strategies within their alternative, fixed-income, and private equity portfolios.

• Content highlights: asset allocation, impact investing, portfolio management.
• Keynotes: Clean Foundation CEO Scott Skinner, Export Development Canada’s VP of ESG integration Rachel Guthrie.
• Morningstar sessions: best practices for addressing portfolio climate risk.

March 24-27, Colorado Springs, CO

Future Proof Retreat

Five-hundred-plus decision-makers, including executives from financial advisory firms, investment managers, and wealthtech companies, can discover, meet, learn, and do business together.

• Content highlights: alternatives, cyber security, financial planning, practice growth.
• Mainstage content: Digital Privacy and Protection CEO Mark Hurley, Ritholtz Wealth Management CEO Barry Ritholtz, Mercer Advisors vice chairman David Barton.

April 8-9, Boston, MA

FIMA US Data Conference

For 20 years and counting, data management executives across the finance industry have come to FIMA to benchmark, network, and learn with their peers.

• Content highlights: AI, alternatives, data marketplaces and products, ESG, privacy and regulation.
• Keynotes: Mastercard CDO Andrew Reiskind, Freddie Mac CDO Aravind Jagannathan, Synchrony Financial CDO Justin Heller, and more.

April 28-May 1, National Harbor, MD

Raymond James Elevate

Raymond James advisors can learn more about the firm, explore the latest technology offerings, and meet senior management, fellow advisors, and home office associates—all committed to driving success.

• Content highlights: financial planning, retirement, portfolio management, practice management.
• Keynote: Bestselling author Bob Woodward.

May 14-15, Phoenix, AZ

Envestnet Elevate Summit

Advisors, RIAs, enterprises, and fintechs can discuss how wealth management technology can transform their clients’ futures. The summit offers an ideal mix of networking opportunities, training, and insights from top thought leaders.

• Content highlights: best practices and business models for investment and portfolio strategies, high-net-worth services, personalization.
• Keynotes: psychologist Angela Duckworth, author Charles Duhigg, Envestnet CEO Bill Crager.

May 20-22, New Orleans, LA

Osaic NXT

NXT is a bold testament to serving the investor of the future. It unites financial professionals from diverse generations, nurturing a dynamic community dedicated to sustained success in wealth management.

• Content highlights: financial planning, fintech, practice management.
• Keynotes: former Salesforce chief growth officer Tiffani Bova, AI business futurist Jonathan Brill, Netflix cofounder Marc Randolph.

June 4-6, Nashville, TN

Pershing INSITE

Wealth management professionals participate in immersive learning experiences, hear from industry innovators, and meet and engage with the leaders who are disrupting it.

• Content highlights: Alternatives, investments, practice management, technology.
• Keynotes: musician Keith Urban, Franklin Templeton president and CEO Jenny Johnson, Pershing senior EVP and global head Jim Crowley.
• Morningstar sessions: building client confidence, practice growth.

June 26-27, Chicago, IL

Morningstar Investment Conference US

Every investor evolves. Markets change, life stages progress, and guidance can’t afford to stand still. The Morningstar Investment Conference provides advisors and financial experts with cutting-edge research, expert insights, and thorough analysis.

• Content highlights: AI, alternatives, asset allocation, investment trends, fintech, practice management, retirement.
• Keynotes: Eurasia Group president Ian Bremmer, former Open AI head of GTM Zack Kass, and Michael Kitces, chief financial planning nerd of kitces.com.
• Morningstar sessions: international equities, the evolution of wealth and asset management, lifecycle of advice, financial frauds, and more.

T.B.D.

August 4-7, San Diego, CA

Atria Engage

Atria Engage empowers financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

• Content highlights: fintech, client engagement, practice management.
• Keynotes: TBD.

August 11-14, San Diego, CA

LPL Focus

The annual conference delivers dynamic days of learning, networking, and thriving for financial professionals in practices and institutions of all types and sizes.

• Content highlights: financial planning, fintech, practice management.
• Keynotes: Olympic medalist Apolo Ohno, Super Bowl champion Jon Derembos.

August 21-23

Cambridge Ignite

Financial advisors and their staff connect with Cambridge leaders, sponsors, and their peers to network and learn from one another in an exciting atmosphere. The event is packed with both fun and educational experiences, small group sessions, motivational speakers, and more.

• Content highlights: compliance, marketing, practice management.
• Keynotes: TBD.

September 15-17, Montreal

Investment Planning Counsel’s Fall 2024 Summit

The summit features inspiring business and industry leaders, top-notch money managers, and high-impact breakouts. Several iconic events give attendees opportunities to network and celebrate with peers and head office partners.

• Content highlights: financial planning, investment trends, practice management.
• Keynotes: Economist and 9th governor of the Bank of Canada Stephen Poloz, Forte Financial Group CEO Sandro Forte, ultramarathon runner and explorer Ray Zahab, Détente Financial Press president Dr. Tom Deans, financial planning psychology expert Dr. Meghaan Lurtz.

September 15-18, Huntington Beach, CA

Future Proof Festival

The world’s largest wealth festival brings together top professionals from the wealth management ecosystem to provide insights, workshops, panel discussions, and exclusive networking opportunities, driving growth and innovation in the industry.

• Content highlights: fintech, marketing, portfolio construction, practice management, retirement.
• Speakers: Beacon Pointe CEO Shannon Eusey, Ariel Investments CEO John Rogers, Ritholtz Wealth Management CIO Barry Ritholz.
• Morningstar sessions: industry trends with Capital Group CEO Mike Gitlin.

September 25-26, NYC

Financial Times Future of Asset Management North America

The conference gathers key stakeholders from across the global asset and wealth management industries for two days of high-level networking and thought leadership discussion.

• Content highlights: AI, fintech, operations, private markets, regulations.
• Speakers: Nuveen CEO Jose Minaya, Northern Trust Asset Management president Daniel Gamba, Principal Asset Management CEO Kamal Bhatia, and more.

October 9-11, San Diego, CA

Principal Financial Network Exchange

• Content highlights: TBD.
• Keynotes: TBD.

October 27-30, Orlando, FL

Osaic ConnectEd

ConnectED unites financial professionals and office staff, enterprises, institutional partners, home office leaders, employees, and sponsors for an exhilarating three-day event, fostering invaluable networking, immersive learning, and unforgettable experiences from start to finish.

• Content highlights: client engagement, compliance, fintech, practice management.
• Keynotes: TBD.

November 19-21, San Francisco, CA

Schwab IMPACT

IMPACT brings together all the movers and shakers and, most importantly, decision-makers in the RIA industry, sharing the latest knowledge and insights vital to running a successful practice across the community.

• Content highlights: fintech, marketing, investment trends, practice management.
• Keynotes: Schwab Leadership, Managing Your Client’s Five Greatest Financial Fears, Decoding AI.