The RIA Industry Events & Conferences in 2027

The Heckerling Institute on Estate Planning is an annual conference covering estate and tax planning, wealth transfer, trust administration, fiduciary responsibilities, and regulatory developments for estate planning and wealth management professionals. The program includes educational presentations, technical sessions, and networking opportunities with attorneys, accountants, trust officers, financial advisors, and industry experts.

The ABA Insurance Risk Management Forum focuses on insurance and risk management challenges facing the banking industry. Hosted by the American Bankers Association, the conference features educational sessions, panel discussions, and networking opportunities covering cybersecurity, fraud, liability insurance, regulatory developments, emerging risks, and strategies for managing and mitigating financial institution exposures.

The AICPA Personal Financial Planning Symposium is an annual conference covering estate planning, tax strategies, retirement planning, investment management, and practice development for CPA financial planners and wealth management professionals. The program includes expert-led presentations, interactive discussions, educational sessions, and networking opportunities focused on advanced financial planning and client advisory strategies.

EstateCon 2027 is a three-day conference focused on the future of estate planning, tax strategy, and wealth management. The event features keynote presentations, educational workshops, breakout sessions, and networking opportunities covering advanced planning strategies, technology and AI, client engagement, and practice growth. The program emphasizes practical approaches to integrating estate and tax planning into comprehensive wealth management services.

FSI OneVoice is the annual conference of the Financial Services Institute, the trade association representing independent broker-dealers and financial advisors. The program covers regulatory and advocacy updates, practice management, and growth strategy, with sessions on technology, regulation, and the evolving business landscape for independent firms. CEOs and senior executives from across independent financial services come together for role-specific programming and peer networking.

SuperReturn North America is Informa's flagship North American conference for private markets, bringing together limited partners and general partners from across the globe. The program covers macroeconomic and geopolitical developments, LP allocations, returns and valuations, fundraising, and AI, with specialist summits on private debt, venture capital, and private wealth. Networking includes LP/GP speed networking, LP-only sessions, roundtables, and evening receptions, with 800+ decision-makers in attendance.

ICI Innovate is a forward-looking conference focused on the intersection of operations, compliance, and technology in asset management. The agenda centers on how innovation is reshaping fund operations, product development, and distribution, with sessions covering AI and agentic intelligence, digital assets, regulatory perspectives, operational modernization, and the evolution of investment products. Designed to move beyond theory, the program emphasizes practical insights and real-world applications shaping the future of the asset management industry.

Winter TNDDA by ADISA is a due diligence forum run by The National Due Diligence Alliance, now part of ADISA, where alternative investment sponsors present their offerings to an audience of independent broker-dealers, RIAs, and family offices. After each set of sponsor presentations, attendees and due diligence analysts take part in a moderated closed-door discussion of the products they have seen. The program also includes an informal "Shop Talk" roundtable for broker-dealers and advisors, a lightning round, and networking during meals and receptions.

FSP Institute 2027 is an advanced financial planning conference hosted by NAIFA's Financial Service Professionals community. The event features expert-led educational sessions and collaborative discussions focused on complex financial planning strategies, including estate planning, retirement planning, tax strategies, insurance, risk management, and wealth preservation.

The 13th Annual Private Wealth Dallas Forum is the leading conference for RIAs, family offices, and private banks throughout the region. Its content is developed through one-on-one meetings with the high-net-worth family wealth management community, and its speakers are mainly Texas-based leaders in the sector. The agenda covers the market and macroeconomic outlook, alternative investments, real estate and real assets, and fixed income, with time for peer-to-peer learning and networking.

The FPA DFW Conference is a regional financial planning conference focused on professional education, industry developments, and advisory practice management. The event features educational sessions, expert presentations, and networking opportunities covering financial planning strategies, investment management, regulatory updates, and business growth.

The MoneyShow Las Vegas 2027 is an investment and trading conference focused on financial markets, portfolio strategies, and emerging investment opportunities. The event features keynote presentations, educational workshops, expert market analysis, and an exhibit hall covering equities, fixed income, options, cryptocurrencies, artificial intelligence, and economic trends.

iConnections Global Alts Miami is a capital introduction event centered on alternative investments. The program pairs keynote content with a large pre-scheduled one-to-one meeting program connecting fund managers with allocators, alongside networking sessions.

Orion Ascent brings together RIAs and wealth management professionals for an immersive experience focused on the future of advice. The program blends platform education with broader conversations around advisory firm technology, operations, innovation, and growth, featuring keynote sessions, role-based community groups, sponsor engagement, and hands-on consultations.

The Kingdom Advisors Conference is an annual financial services conference focused on integrating Christian faith and biblical principles into financial planning and wealth management. The three-day event features keynote presentations, educational breakout sessions, industry discussions, and networking opportunities covering financial stewardship, charitable giving, client relationships, investment strategies, and practice development.

Advyzon's own conference: expert-led education, hands-on workshops, keynotes, breakout sessions, an exhibit hall, and Advyzon-focused tracks. 900+ attendees expected.

The 12th Annual Private Wealth New England Forum is a closed-door, invitation-only event for the region's private wealth community. Its content is developed through one-on-one meetings with the high-net-worth family wealth management community, and its speakers are mainly New England-based leaders in the sector. The agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, succession planning, and the outlook for financial markets and the global economy, with time for peer-to-peer learning and networking.

RIA Edge Nashville is an industry conference focused on growth, leadership, and strategic decision-making within the registered investment advisor space. Sessions address firm scaling, technology, M&A, and talent strategy, alongside structured opportunities for peer discussion and one-to-one meetings.

The Investment Adviser Association's annual Compliance Conference covers regulatory developments, SEC examinations, compliance requirements, and risk management for registered investment advisers and financial services professionals. The program includes presentations from SEC officials, legal and compliance experts, educational breakout sessions, and networking opportunities with industry peers.

The MMI Summit brings together senior executives in the investment advisory industry for structured sessions and discussions on strategic and emerging topics. The program includes panel discussions, presentations, and interaction opportunities designed to address industry challenges and future priorities, with Continuing Education credits submitted for several professional certifications.

The 12th Annual Private Wealth Southeast Forum brings together private wealth professionals for a day of scheduled discussions and presentations. The program features sessions on investment strategies, market trends, and wealth management topics, as well as opportunities for structured interaction and information exchange among participants.

Barron's Independent Summit is an annual wealth management conference focused on independent advisory firm leadership, business growth, and the evolving RIA landscape. The event features executive discussions, educational presentations, and peer networking covering practice management, succession planning, mergers and acquisitions, investment strategies, and long-term business development.

Finseca Advanced Markets & LAMP 2027 is an annual industry conference focused on advanced financial planning, wealth transfer, insurance solutions, practice management, and leadership development. The program includes keynote presentations, educational breakout sessions, networking opportunities, and Capitol Hill meetings addressing legislative and regulatory issues affecting financial security professionals.

Immersion 2027 is a financial advisor conference focused on flat-fee, advice-only, and hourly financial planning models. The program covers practice growth, pricing strategies, succession planning, technology, and client service through advisor-led discussions, interactive presentations, small-group sessions, and peer networking.

The FactRight RIA Spring Due Diligence Conference focuses on investment due diligence for RIAs evaluating alternative and private market products. Sessions cover product structures, sponsor evaluation, and portfolio considerations, with product presentations across strategies such as REITs, interval funds, private real estate, DSTs, and oil and gas. The program also features FactRight's closed-door due diligence sessions, where analysts discuss the material risks and strengths of each product, along with educational panels and networking with product sponsors and fellow RIAs.

RIA Masterclass is an advisor-led program focused on the formation, growth, and long-term success of independent registered investment advisory firms. Led by AdvisorHub CEO Tony Sirianni alongside experienced RIA founders and industry partners, the masterclass explores key strategic topics including RIA formation, acquisitions, organic growth, investment strategy, succession planning, and talent management. The program is designed to help advisors capitalize on continued industry migration toward the independent RIA model through practical, peer-driven discussion.

Future Proof Citywide brings together financial advisors, RIA executives, family offices, asset managers, and fintech leaders in Miami Beach for four days of discussions, networking, and industry innovation. Focused on the AI-driven transformation of financial services, the event explores investment strategies, technology adoption, business growth, and the future of wealth management through expert-led sessions, curated Breakthru meetings, and interactive experiences throughout South Beach.

The annual ICI Investment Management Conference addresses current topics in investment management. The program typically includes presentations, panel discussions, and sessions featuring regulators and industry representatives on trends affecting asset managers and the broader investment fund community. Content covers a range of topics relevant to investment operations, governance, regulatory developments, and other industry considerations.

AdvisorEngine >drive2027 is an annual wealth management technology conference focused on advisory firm growth, operational efficiency, and practice management. The event features educational presentations, industry discussions, and networking opportunities covering CRM technology, workflow automation, client onboarding, portfolio management, and strategies for building scalable advisory businesses.

ALTSLA 2027 brings together institutional investors, family offices, and private wealth professionals to explore alternative investment strategies and portfolio construction. Through keynote presentations, panel discussions, and interactive roundtables, attendees examine opportunities across hedge funds, private credit, real assets, liquid alternatives, and diversified investment strategies while connecting with investment decision-makers and industry leaders.

The T3 Technology Conference is an annual event focused on technology platforms, solutions, and operational workflows used by financial advisory firms. The program includes product demonstrations, vendor showcases, and sessions on technology trends relevant to practice management and firm operations, as well as structured opportunities for dialogue among participants.

The 11th Annual Private Wealth Pacific Northwest Forum is the leading conference for RIAs, family offices, and private banks from throughout the region. Its content is developed through one-on-one meetings with the high-net-worth family wealth management community, and its speakers are mainly leaders in the sector across the Pacific Northwest. The agenda covers investment strategy and the macroeconomic outlook, alternative investments, real estate, fixed income, and alternatives portfolio construction.

The Women of Wealth Leadership Retreat is a multi-day forum focused on leadership, investment strategy, and professional networking for women in wealth management. The agenda includes keynote presentations, panel sessions, and structured discussions that support dialogue among senior leaders and decision-makers. The event also incorporates curated interaction opportunities designed to encourage professional exchange and community building across the wealth management ecosystem.

Financial Advisor Magazine's Invest in Women is an annual conference focused on women's wealth, financial planning, generational wealth transfer, retirement strategies, and practice management for financial advisors and wealth management professionals. The program includes keynote presentations, educational workshops, panel discussions, and networking opportunities addressing the financial needs of women and the evolving wealth management industry.

GTE Wealth Forum XXIX is an invitation-only wealth management forum focused on investment manager due diligence, portfolio solutions, and business development. Hosted by Global Trend Events, the event features pre-scheduled, one-on-one meetings between investment advisors and fund managers, along with educational presentations and networking opportunities covering investment strategies across traditional and alternative asset classes.

The Private Wealth Tri-State Due Diligence Forum brings together leading RIAs, family offices, private banks, and other senior investment professionals from across the region for a day of market insight, investment due diligence, and peer-to-peer exchange. The agenda is shaped by one-on-one conversations with the high-net-worth and ultra-high-net-worth wealth management community, covering the investment opportunities, risks, and portfolio challenges most relevant to private wealth, including asset allocation, diversification, liquidity, and alternatives.

The ADISA Spring Conference brings together participants in the alternative and direct investment industry for education on product due diligence, regulation, and market trends. The program combines general sessions and breakouts with an exhibit hall of alternative investment sponsors and service providers, along with networking among broker-dealers, RIAs, and sponsors.

The Citywire RIA Nashville CIO Summit focuses on investment research and due diligence for RIA firms. The program includes small-group fund manager meetings, panel discussions, and structured sessions that support dialogue on portfolio construction, manager selection, and market outlooks.

The 8th Annual Private Wealth DC Metro Forum is the leading conference for RIAs, family offices, and private banks throughout the region. Its content is developed through one-on-one meetings with the high-net-worth family wealth management community. The agenda covers investment strategies and the macroeconomic outlook, alternative investments, real estate, fixed income, and alternatives portfolio construction across private equity, private credit, and liquid alternatives, with time for peer-to-peer learning and networking.

GFP Connect 2027 is an international financial planning conference focused on cross-border wealth management and financial planning strategies. Hosted by the Global Financial Planning Institute, the event features educational sessions, expert presentations, and networking opportunities covering international tax planning, estate planning, investment management, retirement strategies, immigration, and financial planning for globally mobile clients.

ALTSCAN 2027 brings together institutional investors, family offices, wealth managers, and alternative asset managers to explore investment strategies, market developments, and portfolio construction. Developed by Markets Group, CAIA Association, and CFA Society Toronto, the forum features education-focused discussions covering private equity, hedge funds, private debt, real assets, and global asset allocation, alongside opportunities to connect with investment decision-makers and industry professionals.

Barron's Teams Summit is an annual wealth management conference focused on advisory team performance, leadership, and business growth. The event features expert-led discussions, collaborative sessions, and networking opportunities exploring team dynamics, operational efficiency, communication, and strategies for strengthening client relationships and delivering consistent client outcomes.

Private Credit Canada 2027 brings together institutional investors, family offices, wealth managers, and alternative asset managers to explore opportunities across private credit markets. The forum features investor-led discussions on direct lending, distressed debt, real estate debt, infrastructure financing, and specialty credit strategies, alongside insights into portfolio allocation, macroeconomic trends, and the evolving role of private credit in institutional and private wealth portfolios.

MilMoneyCon 2027 is an annual financial education and professional development conference focused on financial planning and personal finance within the military community. The event features educational sessions, workshops, interactive discussions, and networking opportunities covering financial planning strategies, professional development, business growth, and financial education.

FPA SHIFT is a practice management conference focused on improving financial advisory firm operations, leadership, and business growth. Hosted by the Financial Planning Association, the event features hands-on workshops and collaborative discussions centered on three areas: talent development, technology and automation, and strategic business growth.

The Tiburon CEO Summit is a twice-yearly, cross-industry gathering hosted by Tiburon Strategic Advisors for its CEO clients and invited senior executives. The program features Tiburon's research presentations, client-centric panel discussions, and keynote speakers on the future of the wealth management, asset management, and wealthtech businesses, along with networking-based social events. Tiburon has hosted these summits since 2001.

The IRI Annual Conference 2027 is an annual financial services conference focused on the insured retirement industry, including annuities and retirement income solutions. Hosted by the Insured Retirement Institute, the event features educational sessions, executive discussions, and networking opportunities covering product innovation, distribution strategies, technology, regulatory developments, compliance, and marketing.

Citywire PAW USA 2027 brings together private wealth professionals and investment decision-makers to explore private markets and alternative investment opportunities. The conference features investment-focused discussions, educational sessions, and networking opportunities centered on private equity, private credit, real assets, portfolio diversification, and the evolving role of alternative investments in wealth management.

The Exit Planning Summit 2027 is an annual conference focused on business succession, exit planning, and value creation for privately held businesses. Hosted by the Exit Planning Institute, the event features keynote presentations, educational workshops, breakout sessions, and networking opportunities covering business valuation, ownership transitions, M&A strategies, tax planning, and advisory practice growth.

NAAIM Uncommon Knowledge 2027 is an annual investment management conference focused on active investment strategies, portfolio management, and advisory business development. Hosted by the National Association of Active Investment Managers, the event features educational presentations, industry discussions, and networking opportunities covering trading techniques, risk management, investment strategies, technology, marketing, and business management.

FinovateSpring 2027 is an annual financial technology conference focused on emerging innovations and digital transformation across financial services. The event features live fintech product demonstrations, keynote presentations, industry panels, and networking opportunities covering artificial intelligence, digital banking, payments, embedded finance, wealth management technology, cybersecurity, and regulatory developments.

Horizons 2027 is an annual financial planning conference focused exclusively on retirement planning strategies and research. Hosted by The American College of Financial Services, the event features expert-led educational sessions, workshops, and networking opportunities covering retirement income, tax-efficient planning, investment strategies, longevity, and wealth preservation.

Consensus 2027 is a global conference focused on cryptocurrency, blockchain technology, digital assets, and their integration into financial markets. Hosted by CoinDesk, the event features keynote presentations, panel discussions, technology demonstrations, exhibitions, and networking opportunities covering institutional adoption, asset tokenization, decentralized finance, artificial intelligence, regulatory developments, and digital asset investment strategies.

The Gladstone M&A Conference is an invitation-only gathering for founders, principals, and senior leaders from leading wealth management firms in the United States. This boutique event brings together RIA leaders, national aggregators, institutional partners, and industry experts for sessions on RIA M&A trends, buying and selling firms, succession, and growth strategy, along with networking among peers.

The NAPFA Spring National Conference 2027 is an annual financial planning conference focused on fiduciary standards, professional development, and the advancement of fee-only financial advice. Hosted by the National Association of Personal Financial Advisors, the event features educational sessions, industry discussions, and networking opportunities covering financial planning strategies, investment management, regulatory developments, practice management, and emerging industry trends.

Source50 East is part of the Source50 Manager Selection Series, a summit format that facilitates structured interactions between allocators and investment management teams. The program typically includes pre-scheduled meeting and discussion sessions that allow participants to explore portfolio interests and investment ideas.

The Women Advisors Summit is an advisor-led event centered on helping women advisors strengthen their personal brand, communicate their value more effectively, and grow resilient advisory businesses. The program features concise, high-impact sessions on branding, client communication, investment strategy, practice management, and the evolving wealth management landscape. Designed to maximize insight in a short format, the summit emphasizes peer connection, practical takeaways, and idea sharing among women advisors from across the country.

ICI's Leadership Summit is an annual conference in Washington, DC, for senior leaders in the asset management industry. The program features policymakers, regulators, and industry executives discussing policy priorities, capital formation, private markets access, product innovation, and AI. It is held alongside IDC's Fund Directors Workshop.

The Advice-Only Conference is an annual financial planning conference focused on building and growing independent, advice-only advisory practices. The event features educational sessions, practical workshops, and networking opportunities covering practice management, compliance, marketing, pricing strategies, and business growth within the advice-only financial planning model.

DeVoe Elevate brings together leaders in the RIA community to discuss firm strategy, growth, mergers and acquisitions, and succession planning. Programming includes presentations, panel discussions, and structured sessions covering industry trends, valuation, and best practices for building enduring firms.

FINRA’s Annual Conference brings together FINRA staff and industry participants to share practical guidance on regulatory developments, compliance requirements, and supervisory expectations. The program focuses on helping member firms prepare for regulatory change, strengthen compliance practices, address emerging risks, and enhance investor protection, while providing structured opportunities to engage with peers and FINRA professionals.

Jolt! Remix 2027 is a financial services conference focused on advisor marketing, brand development, and business growth. Hosted by Snappy Kraken and Potomac Fund Management, the event features educational sessions, industry discussions, and networking opportunities covering artificial intelligence, digital marketing, client acquisition, brand differentiation, public relations, and marketing leadership.

The Private Wealth US Spring Retreat brings together senior wealth management professionals for in-depth discussion on the future of private wealth. The program features keynote presentations, panel discussions, and workshops covering current trends, challenges, and best practices shaping the wealth management industry. The event emphasizes peer collaboration, idea exchange, and networking among RIAs, family offices, and asset managers in an intimate retreat-style setting.

The Citywire RIA Bermuda CIO Summit brings together investment decision-makers from RIAs and family offices for discussions on investment strategy, portfolio construction, and manager due diligence. Based on Citywire's established CIO Summit format, the event is expected to feature small-group fund manager workshops, industry discussions, and networking opportunities designed to connect investment professionals with asset managers and peers across the wealth management industry.

Finlocity RIA Forum 2027 is a wealth management forum focused on investment strategies, financial technology, and advisory business growth. The event features executive discussions, educational presentations, structured one-on-one meetings, and networking opportunities covering portfolio solutions, alternative investments, advisor technology, practice management, and operational efficiency.

The FPA NorCal Conference 2027 is an annual financial planning conference focused on advanced planning strategies, professional development, and advisory practice management. The event features keynote presentations, educational sessions, and networking opportunities covering financial planning, investment strategies, technology, client relationships, and business growth.

ALTSHK 2027 brings together institutional investors, family offices, wealth managers, and alternative asset managers to explore investment opportunities and emerging trends across global markets. Co-hosted by Markets Group and CAIA Association, the forum features educational discussions covering private equity, venture capital, real estate, hedge funds, private credit, and portfolio diversification, alongside networking opportunities with investment decision-makers and industry leaders.

LPL Focus is LPL Financial's national advisor conference, featuring platform updates, practice management education, and an exhibit hall. LPL holds multiple Focus events in 2027.

AICPA ENGAGE 2027 is an annual accounting and financial services conference focused on professional education, industry trends, and business growth. Available both in person and online, the event features keynote presentations, educational sessions, workshops, and networking opportunities covering financial and estate planning, tax strategies, investment management, technology, leadership, and practice management.

BNY Mellon Pershing’s INSITE is an annual industry conference that covers practice management, technology, regulatory developments, and client engagement topics for financial advisors and wealth management professionals. The program includes keynote presentations, breakout sessions, and networking opportunities with Pershing leadership and industry peers.

The ICI ETF Conference covers developments in the ETF market, including product innovation, regulatory considerations, distribution practices, and operational topics relevant to ETF issuers and related market participants. Content typically consists of panel discussions, sessions on market trends, and opportunities for information exchange among professionals involved with ETF products and services.

Informa Wealth Management EDGE focuses on practice management, operational trends, and market developments in the wealth management space. The conference program typically includes keynote presentations, panel discussions, and breakout sessions covering topics relevant to growing and managing advisory practices. The agenda also incorporates structured opportunities for professional discussion and peer engagement throughout the event.

The NIRI Annual Conference 2027 is an annual conference focused on investor relations, capital markets, and corporate communications. Hosted by the National Investor Relations Institute, the event features educational sessions, industry discussions, technology showcases, and networking opportunities covering shareholder engagement, investor communications, regulatory developments, market trends, and investor relations best practices.

ADISA Due Diligence Featuring TNDDA is ADISA's summer event, combining a TNDDA program with ADISA's research and due diligence forum. It includes a series of sponsor presentations followed by moderated closed-door discussions where broker-dealers, RIAs, and due diligence analysts review the offerings presented, along with education sessions for professionals who offer alternative investments in their business and networking throughout.

Barron's Hall of Fame Retreat is an exclusive wealth management gathering focused on leadership, industry developments, and the long-term evolution of financial advice. The retreat provides opportunities for executive-level discussions, peer collaboration, and networking among accomplished financial advisors and industry leaders.

ALTSNY 2027 brings together institutional investors, family offices, wealth managers, and alternative asset managers to explore investment strategies and emerging opportunities across alternative markets. Developed by Markets Group, CAIA Association, and CFA Society New York, the forum features educational discussions covering private equity, hedge funds, private credit, real assets, global asset allocation, and portfolio construction, alongside networking opportunities with investment decision-makers and industry leaders.

The CEO Roundtable is an invitation-only executive forum focused on strategic and business challenges facing the asset management industry. The event features interactive discussions, peer exchanges, and networking opportunities addressing industry developments, leadership priorities, and the evolving asset management landscape.

The Morningstar Investment Conference is an annual investment industry conference focused on market trends, portfolio management, and financial advisory strategies. The event features keynote presentations, research-driven discussions, educational sessions, and networking opportunities covering asset allocation, investment research, retirement planning, private markets, emerging technologies, and advisory practice management.

The 12th Annual Private Wealth Florida Forum is the leading conference for RIAs, family offices, and private banks from throughout the region. Its content is developed through one-on-one meetings with the high-net-worth family wealth management community, and its speakers are mainly leaders in the sector across Florida. The closed-door, invitation-only agenda covers investment strategies and the macroeconomic outlook, alternative investments, real estate, fixed income, succession planning, and the outlook for financial markets and the global economy.

ALTSCHI 2027 brings together institutional investors, family offices, wealth managers, and alternative asset managers to explore investment strategies and emerging opportunities across alternative markets. Developed in collaboration with CAIA Association and CFA Society Chicago, the forum features educational discussions covering private equity, hedge funds, private credit, real assets, portfolio construction, and global asset allocation, alongside networking opportunities with investment decision-makers and industry leaders.

The Private Wealth Elite CIO Retreat is Markets Group's three-day retreat for chief investment officers from family offices and private wealth firms. Held in a resort setting, the program combines peer discussions on portfolio strategy, alternatives, and private markets with networking and one-to-one meetings with investment managers.

The Allocator Retreat Series brings together institutional investors, family offices, and alternative asset managers for three days of investment discussions and strategic networking in Bluffton, South Carolina. The retreat combines allocator-led presentations, expert panels, small-group roundtables, and structured one-on-one meetings focused on private markets, alternative investment strategies, portfolio construction, and emerging investment opportunities.

Source50 Mountain, part of the Source50 Manager Selection Series, is a summit for independent allocators and investment managers held at the Stein Eriksen Lodge in Park City, Utah. The program is built around pre-arranged, one-on-one due diligence meetings between allocators and portfolio managers, giving attendees an efficient way to conduct manager research. These meetings are complemented by networking meals and receptions in a small, curated setting.

SWAY | LIVE 2027 is a financial services conference focused on branding, marketing, leadership, and building trust in an evolving industry. The event explores strategies for strengthening client relationships, developing professional influence, and driving business growth through presentations, industry discussions, and networking opportunities.

The Women in Private Wealth Retreat is an invitation-based event featuring an all-female speaking faculty of senior leaders in wealth management. Programming focuses on investment perspectives, firm strategy, leadership, and talent development within the private wealth industry. The retreat also includes structured sessions for discussion and professional networking.

LPL Focus is LPL Financial's national advisor conference, featuring platform updates, practice management education, and an exhibit hall. LPL holds multiple Focus events in 2027.

FPA Gather (formerly the FPA NexGen Gathering) is an annual conference focused on early-career financial planners and those entering or transitioning into the financial planning profession. The event emphasizes community building, professional development, and peer connection, with programming designed to support skill development, career exploration, and long-term engagement within the planning industry. Sessions and networking opportunities are structured to help attendees establish professional foundations.

The FactRight Annual Due Diligence Conference brings together wealth managers and alternative investment product sponsors for presentations across a range of alternative investment structures and strategies. The program features FactRight's closed-door due diligence sessions, where analysts discuss the material risks and strengths of each product presented, along with panels on legal, regulatory, and real estate topics and networking opportunities. The most recent conference drew 480+ attendees, including 200+ wealth managers.

ALTSSF 2027 brings together institutional investors, family offices, wealth managers, and alternative asset managers to explore investment strategies and emerging opportunities across alternative markets. Hosted in collaboration with CFA Society San Francisco, CAIA Association, and CalALTs, the forum features educational discussions covering private equity, hedge funds, private credit, real assets, portfolio construction, and global asset allocation, alongside networking opportunities with investment decision-makers and industry leaders.

Future Proof Festival is an industry event that focuses on trends and developments across the wealth management landscape. The program includes structured sessions, curated meetings, and networking components that support professional discussion and information exchange.

Cetera Connect2Peers is an annual wealth management conference focused on advisor growth, practice management, and industry innovation. The event features educational sessions, peer-led discussions, technology demonstrations, and networking opportunities covering business development, financial planning, operational efficiency, and strategies for growing independent advisory practices.

Schwab IMPACT is an annual conference for advisors and firm leaders. The event features programming on practice management, investment insights, and technology, along with a large exhibitor presence and structured opportunities for professional networking.

Barron's 100 Summit is an annual wealth management conference focused on investment strategies, advisory practice management, and industry leadership. The event features keynote presentations, peer discussions, and networking opportunities exploring market developments, client relationships, business growth, and best practices among leading financial advisors.

The annual ICI Tax and Accounting Conference addresses tax, accounting, and operational issues affecting investment companies and financial services firms. Programming typically includes panel discussions, presentations, and sessions on regulatory developments, reporting requirements, and emerging industry considerations relevant to tax and accounting professionals.

XYPN LIVE focuses on how advisory firms scale advice, with sessions on fee-for-service models, advice delivery, technology, and practice growth for independent planners.

The Summit 2027 is an annual financial advisor conference focused on tax planning, practice management, and business growth. Hosted by Retirement Tax Services and The Perfect RIA, the event features educational sessions, practical workshops, and peer discussions covering tax-efficient financial planning, client communication, operational efficiency, and strategies for building scalable advisory practices.

The DeVoe M&A + Succession Summit focuses on mergers, acquisitions, and succession planning within the RIA industry. Programming typically includes keynotes, general sessions, and panel discussions covering the current state of the M&A market, deal structures, valuation, and succession strategies.

The Citywire RIA CEO Summit brings together executives from the nation's largest and fastest-growing registered investment advisory firms for discussions on leadership, growth, and the future of wealth management. The invitation-only event focuses on RIA mergers and acquisitions, organic growth, private capital, technology adoption, and strategic decision-making, featuring executive panels, industry insights, and peer networking opportunities.

The Citywire RIA Austin CIO Summit brings together investment decision-makers from RIAs and family offices for discussions on investment strategy, portfolio construction, and manager due diligence. The program is expected to feature small-group fund manager workshops, keynote presentations, panel discussions, and networking opportunities designed to support investment research, manager selection, and peer collaboration.

ALTSDC 2027 brings together institutional investors, family offices, wealth managers, and alternative asset managers to explore investment strategies and developments across alternative markets. Developed in collaboration with CAIA Association and CFA Society Washington, DC, the forum features educational discussions covering private equity, hedge funds, private credit, real assets, portfolio construction, and global asset allocation, alongside networking opportunities with investment decision-makers and industry leaders.

ALTSUK 2027 brings together institutional investors, family offices, wealth managers, and alternative asset managers to explore investment strategies and developments across alternative markets. Developed by Markets Group, CAIA Association, and CFA UK, the forum features educational discussions covering private equity, hedge funds, private credit, real assets, global asset allocation, and portfolio construction, alongside opportunities to connect with investment decision-makers and industry professionals.

The ADISA Annual Conference & Trade Show is the flagship event of the Alternative & Direct Investment Securities Association, the largest trade association for the alternative and direct investment industry. The program combines education sessions on alternative investment products, due diligence, regulation, and market trends with a large exhibit hall featuring product sponsors and service providers, along with networking among broker-dealers, RIAs, and sponsors.

CFP Board Connections Conference 2027 is an annual financial planning conference focused on professional development, industry innovation, and the evolving financial advice landscape. The event features keynote presentations, educational sessions, peer discussions, and networking opportunities covering financial planning strategies, artificial intelligence, behavioral finance, emerging technologies, practice management, and workforce development.

The CEO Summit is an invite-only gathering designed for senior leaders across the wealth management industry. The program brings together a small group of firm CEOs for closed-door discussions focused on pressing trends shaping wealth management, followed by cocktails and a private dinner with a wine tasting.

The Advisors to Watch Summit is a relationship-driven event focused on peer connection, shared experience, and learning from top-performing advisors across the industry. Designed around open dialogue and networking, the summit brings together advisors to exchange ideas, share best practices, and build lasting professional relationships.

The Citywire Private Assets Retreat brings together investment decision-makers from RIAs and family offices for discussions on private markets and alternative investment strategies. The retreat focuses on private equity, private credit, real assets, and portfolio diversification, with opportunities for investment research, manager due diligence, and networking among wealth management professionals and alternative asset managers.

The Tiburon CEO Summit is a twice-yearly, cross-industry gathering hosted by Tiburon Strategic Advisors for its CEO clients and invited senior executives. The program features Tiburon's research presentations, client-centric panel discussions, and keynote speakers on the future of the wealth management, asset management, and wealthtech businesses, along with networking-based social events. Tiburon has hosted these summits since 2001.

ALTSSG 2027 brings together institutional investors, family offices, wealth managers, and alternative asset managers to explore investment opportunities and evolving strategies across alternative markets. Co-hosted by Markets Group and CAIA Association Singapore, the forum features educational discussions covering private equity, venture capital, hedge funds, private credit, real assets, portfolio construction, and global asset allocation, alongside networking opportunities with investment decision-makers and industry leaders.

The Fearless Investing Summit is Nitrogen's annual three-day conference for financial advisors and wealth management professionals. The program features 100+ sessions on portfolio research, investment strategies, client experience, marketing, financial technology, compliance, and AI, along with keynote speakers, complimentary pre-conference CFP CE courses, and a partner marketplace. The summit draws 1,000+ attendees from all 50 states, with networking events throughout.

The MMI Annual Conference is an annual event featuring sessions on current developments and trends across investment advisory, asset management, distribution, and related business areas. The program includes presentations and discussions led by investment advisory business leaders and decision-makers, along with networking and relationship-building opportunities. The conference is open to both MMI members and non-members, and attendees may be eligible for CE credits toward CIMA®, CPWA®, CIMC®, and RMA® certifications.

LPL Focus is LPL Financial's national advisor conference, featuring platform updates, practice management education, and an exhibit hall. LPL holds multiple Focus events in 2027.

RIA Edge Orange County is an industry conference focused on growth, leadership, and strategic decision-making within the registered investment advisor space. The program includes sessions addressing topics such as firm scaling, technology adoption, mergers and acquisitions, and talent strategy, alongside structured opportunities for peer discussion and one-to-one meetings. Programming features presentations and panels with RIA executives and industry consultants, as well as scheduled meetings designed to support professional connections.

The Allocator Retreat Series 2027 brings together institutional investors, family offices, and alternative asset managers for three days of investment discussions and strategic networking in the Portsmouth, New Hampshire area. Hosted by Markets Group, the retreat features allocator-led presentations, expert panels, small-group roundtables, and structured one-on-one meetings focused on private markets, portfolio construction, alternative investment strategies, and emerging opportunities.

The eMoney Summit 2027 is an annual financial planning and technology conference focused on improving advisory workflows, client engagement, and comprehensive financial planning. Hosted by eMoney Advisor, the virtual event features educational sessions, industry presentations, technology demonstrations, and networking opportunities covering financial planning strategies, emerging technologies, practice management, and the evolving advisor-client experience.

The Citywire RIA Miami CIO Summit brings together investment decision-makers from RIAs and family offices for discussions on investment strategy, portfolio construction, and manager due diligence. The summit is expected to feature small-group fund manager workshops, keynote presentations, panel discussions, and networking opportunities focused on investment research, manager selection, and emerging trends across the wealth management industry.

The Retail Alternatives and Closed-End Funds Conference, formerly the Closed-End Funds Conference, focuses on trends and regulatory developments affecting retail alternative investments and closed-end funds. Panels cover topics such as closed-end fund offerings, SEC actions on retail access to private markets, private credit, valuation practices, and the operational challenges of distributing retail alternatives.

Source50 West (part of the Source50 Manager Selection Series) facilitates structured interactions between investment managers and independent allocators. The program typically includes pre-arranged meetings and sessions designed to support dialogue around investment strategies and portfolio interests.

Fall TNDDA by ADISA is a due diligence forum run by The National Due Diligence Alliance, now part of ADISA, where alternative investment sponsors present their offerings to an audience of independent broker-dealers, RIAs, and family offices. After each set of sponsor presentations, attendees and due diligence analysts take part in a moderated closed-door discussion of the products they have seen. The program also includes an informal "Shop Talk" roundtable for broker-dealers and advisors, a lightning round, and networking during meals and receptions.

The Private Wealth US Fall Retreat brings together private wealth professionals for sessions and discussions on current trends, market outlooks, and investment topics. The program includes presentations, panel discussions, and workshops on a range of financial and strategic topics relevant to private wealth and advisory practices, along with structured time for professional interaction and networking.

Future Proof Connect is a two-day virtual event built on Future Proof's Breakthru Meetings Program. It features no speakers or content tracks, only pre-scheduled, double-opt-in one-to-one meetings matched on mutual interest. The inaugural event brought together 2,000+ wealth management professionals for 20,000+ meetings.

The Vegas Enterprise RIA Forum brings together senior leaders and decision-makers from enterprise-level registered investment advisory (RIA) firms. The agenda typically includes structured meetings, panel discussions, and curated sessions designed to support dialogue around firm strategy, investment research, growth initiatives, and operational priorities. The forum also provides opportunities for professional interaction and networking among executives and industry professionals.

GTE Wealth Forum XXX is an invitation-only wealth management forum focused on investment research, manager due diligence, and business development. Hosted by Global Trend Events, the event connects senior investment decision-makers from RIAs, family offices, and bank trusts with leading asset managers through pre-scheduled, one-on-one meetings, investment strategy discussions, and executive networking opportunities.