All Events
November 19 - November 21, 2024
IMPACT® 2024
Event
Scott Leak, CFP®, CEPA®
Andrew Town
Leslie Smith
IMPACT 2024 provides an excellent opportunity to establish connections with advisors and firm decision-makers, elevating your brand's visibility. Display your newest products and services, leaving a lasting impression at this prominent event in the industry. IMPACT brings together key influencers and, notably, decision-makers in the RIA industry.
October 30 - November 2, 2024
NAPFA Fall
Event
Marcus Hagood
David Ambrico
Immerse yourself in comprehensive education spanning a diverse array of planning topics, providing a thorough understanding of the latest industry and regulatory trends. Gain deeper insight into NAPFA and its dedicated advocacy for consumer protection and fiduciary standards. Elevate your understanding through exposure to the expertise of leading minds in financial planning, economics, and investments
October 6 - October 9, 2024
Commonwealth National 2024
Event
Seth Davis
Kem Taylor, CBEC
The Commonwealth National 2024 conference is an exceptional industry event featuring renowned keynote speakers like Jason Sudeikis, Jeffrey Robinson, Priya Parker, Adam Grant, and JJ Johns. It's a prime opportunity to network with advisors and firm leaders, elevate your brand's presence, and create lasting connections. Take advantage of this event to showcase your latest products and services, making a strong and memorable impact.
September 29 - October 1, 2024
SEI
Event
Seth Davis
Join us this fall in Scottsdale, AZ, for an exciting and dynamic event! This year's gathering provides advisors and sponsors with excellent opportunities to network, build meaningful connections, and drive growth. Don't miss out on this chance to engage with industry leaders and expand your reach!
September 15 - September 18, 2024
Future Proof
Event
Unite with numerous financial advisors, executives in wealth management, LPs, asset managers, fintech professionals, emerging startups, and media representatives for an immersive four-day festival. Future Proof diverges from conventional conference venues to bring you sandy beaches. Revel in a dynamic, top-tier, five-star event that seamlessly blends education, productive networking, brand activations, music, and art within an unforgettable outdoor beachside ambiance.
Building Your M&A Team in the Current Financial Landscape
Webinar
James Fisher, JD
Alicia Chandler
Susie McEuen