Events

Join Us at NAPFA Spring 2025!

Connect with leading advisors, discover emerging trends, and gain actionable insights to elevate your practice. This year’s theme, “Desert Insights: Cutting-Edge Planning Strategies that Bring the Heat,” will ignite powerful discussions on health planning, retirement, AI, psychology, client relationships, alternative lifestyles, marketing, taxes, and more.

Registration is now open—reserve your spot today!

Join us and thousands of RIAs, financial advisors, family offices, institutional LPs, UHNW investors, wealth management executives, GPs, asset managers, PE, VC, fintechs, and media for a transformative four-day, citywide experience. 

The Barron’s Advisor Independent Summit is an exclusive annual gathering of the nation’s top RIA and independent advisors—a community of industry trailblazers shaping the future of financial advice. This invitation-only event offers a unique opportunity for advisors to exchange ideas with peers who understand the challenges and opportunities unique to an independent practice.

Kestra Financial’s annual Ascend Conference will be back in Austin, Texas, this coming February. The theme for this year’s conference is Beyond the Horizon. Kestra will continue to deliver outstanding speakers, high-quality content, and thought-provoking sessions that will empower our community of high-performing advisory firms to evolve, navigate challenges, and unlock their full potential.

Join us at Ascent 2025, where over 1,500 industry leaders and top advisors will come together to tackle these challenges head-on. Experience in-depth sessions, hear compelling success stories from advisors like you, gain actionable insights, and come home to your community — to connect, spur growth, and most importantly, have a blast.

Scott will be giving a presentation on Insights for Every Advisory Firm: Unlocking Data-Driven Success. Come join us Tuesday, Feb. 4th, 1:00 – 1:40 PM for his session. 

The MarketCounsel Summit offers an unparalleled opportunity to engage with the country’s preeminent independent investment advisors. As the capstone event of the conference season, they're proud to welcome the profession’s top firms and leadership as they host this seminal forum for debate, dialogue, and conversation. Join us there!