Morningstar’s 2025 Conference List for Financial Advisors and Wealth Managers

Staying ahead in financial advising takes more than expertise—it calls for ongoing learning, meaningful connections, and a focus on emerging trends. With a packed calendar of conferences each year, the challenge isn’t finding an event—it’s deciding which ones truly deliver value. 

We’ve curated a shortlist of financial conferences designed to empower and connect financial advisors and wealth management professionals. These events stand out for engaging content and networking opportunities.  

Whether you’re looking to refine your skills, explore innovative strategies, or connect with like-minded professionals, there’s something here for everyone. We hope to see you there.

Prudential Investments and Wealth Forum 
February 10-13, Nashville, TN 

• More information to come. 

Atria Top Producers Conference 
March 2-6, Scottsdale, AZ 

• More information to come. 

T3 Technology Conference 2025 
March 3-6, Dallas, TX 

• 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: organic growth, fintech, financial technology trends, advisor tools, tech demonstrations, marketing, and advisor-client experience. 

BISA Annual Conference 
March 4-7, Hollywood, FL 

• The BISA Annual Conference provides the opportunity for specific groups of bank insurance and securities industry executives to meet, network, and learn, fostering innovation for future success. 

• Content highlights: innovation in financial services, future industry challenges, professional growth, leadership, networking, and personal development. 

Future Proof Citywide 
March 16-19, Miami Beach, FL 

• Future Proof Citywide will launch as one of the largest gatherings of its kind, facilitating connections between the most influential allocators and the leading voices in investment and wealth management, all while on Miami’s iconic South Beach. 

• Content highlights: public and private market integration, evolving investor expectations, technology-driven transformation, portfolio strategies, talent acquisition, leadership, and regulatory complexities. 

iCapital Connect 
March 24-26, Phoenix, AZ 

• iCapital’s premier event will attract over 600 attendees, including a targeted audience of RIAs, independent broker-dealers, institutional clients, speakers, and sponsors. This event promises unparalleled learning and networking opportunities to enrich advisors and wealth management firms. 

• Content highlights: alternative investments, wealth management, industry thought leadership, networking, and professional development. 

Envestnet Elevate 
April 9-10, Las Vegas, NV 

• Sponsors gain exposure to advisors, RIAs, enterprises, and fintech at Envestnet Elevate. This event uniquely brings together leaders in wealth management, financial technology, and data analytics with rich content and inspiring speakers. 

• Content highlights: platform best practices, high-net-worth practice building, personalized portfolios, business growth opportunities, industry trends, and CE credits. 

Cambridge Inner Circle 
April 7-8, Atlanta, GA 

• A strategic networking event for executive leadership. 

• More information to come. 

Raymond James Elevate 
May 4-7, Orlando, FL 

• 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. 

CFA Institute LIVE 
May 4-7, Chicago, IL 

• Chartered Financial Analysts Institute LIVE 2025 is the must-attend event where investment professionals come together to spark bold ideas, tackle tomorrow’s challenges, and drive the financial industry forward. Join for innovation, collaboration, and innovative insights. 

• Content highlights: investment strategies, industry insights, portfolio management, sustainable finance, financial markets, and global trends. 

Osaic NXT 
May 20-22, Las Vegas, NV 

• 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: fintech innovation, wealth management, practice management, future-focused strategies, networking, generational advisor engagement, and industry transformation. 

Pershing INSITE 
June 3-5, National Harbor, MD 

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

• Content highlights: investment strategies, market insights, sustainable finance, industry innovations, technology integration, and thought leadership. 

Morningstar Investment Conference US  
June 25-26, Chicago, IL  

• This conference provides advisors and financial experts with cutting-edge research, expert insights, and thorough analysis to stay ahead in a changing market. 

• Content highlights: thematic investing, fixed-income strategies, emerging markets, macroeconomic analysis, AI, innovative investment technologies, portfolio management, advisor meetings, and product insights. 

• More information to come. 

LPL Focus 

August 10-13, San Diego, CA  

• LPL’s annual flagship conference delivers dynamic days of learning, networking, and thriving for financial professional practices of all types and sizes. 

• Content highlights: business growth strategies, client acquisition, financial technology, practice management, wealth management, and advisor support. 

Cambridge Ignite 
August 20-22, National Harbor, MD 

• Cambridge’s national conference and largest event of the year. 

• More information to come. 

Future Proof Festival 
September 7-10, Huntington Beach, CA  

• The world’s largest wealth festival brings together top professionals from the wealth management ecosystem for insights, workshops, panel discussions, and exclusive networking opportunities. 

• Content highlights: wealth management innovation, C-level speaker insights, Breakthru meetings, industry networking, immersive experiences, personalized learning, and beachside atmosphere. 

Osaic ConnectED 
September 14-17, San Antonio, TX 

• 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 and learning. 

• Content highlights: wealth management, practice growth strategies, advisor tools, industry innovation, client engagement, and networking opportunities. 

Investment Planning Counsel Fall Summit 
September 15-17, Montreal, Quebec 

• IPC’s yearly national conference brings together advisors, executives, team members, and partners for learning opportunities and networking. 

• Content highlights: portfolio management strategies, alternative assets, Canadian equities, high-net-worth client strategies, communication expertise, political and economic trends, and asset allocation. 

Financial Times Future of Asset Management North America 
October 7-8, New York, NY  

• This conference gathers key stakeholders from global asset and wealth management industries for two days of high-level networking and thought leadership discussions. 

• Content highlights: interactive panels, roundtable discussions, industry trends, asset management growth strategies, private markets, fee compression, market innovations, and networking with leading executives. 

Money Management Institute Annual Conference 
October 15-17, Washington, D.C. 

• MMI’s program delves into the trends driving the future of investment advice, blending keynote presentations, specialized track sessions, and networking opportunities. 

• Content highlights: investment leadership, portfolio strategies, wealth management, industry trends, professional development, networking, and CE credits. 

Cambridge Advisory Summit 
October 22-24, Tampa, FL 

• An educational conference for fee-based financial professionals. 

• More information to come. 

Schwab IMPACT 
November 4-6, Denver, CO 

• Schwab IMPACT gathers movers and shakers in the RIA industry to share knowledge and insights crucial for running successful practices. 

• Content highlights: keynote sessions, wealth management strategies, networking opportunities, financial technology, client engagement, practice management, and industry trends. 

• More information to come.