Events
March 24 - March 26, 2026
Barron's Advisor Independent Summit
Event
Eric Leeper, CFP
Gaia Borgias
Brad Bueermann
The Barron’s Advisor Independent Summit is an annual gathering of the nation’s top RIA and independent advisors. It brings together industry trailblazers shaping the future of financial advice and offers a unique opportunity to exchange ideas with peers who understand the challenges and opportunities of an independent practice.
March 8 - March 10, 2026
Future Proof Citywide
Event
Mike McKennon
Leslie Smith
James Fisher, JD
Join us in Miami Beach for Future Proof Citywide, a four-day citywide experience bringing together thousands of RIAs, financial advisors, family offices, institutional LPs, UHNW investors, wealth management executives, GPs, asset managers, PE, VC, fintechs, and media for high-impact programming and networking.
February 3 - February 6, 2026
Kestra Ascend 2026
Event
Leslie Smith
Liz Milacek
Kestra Financial’s annual Ascend Conference will be back in Austin, Texas, this coming February. 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.
November 4 - November 6, 2025
IMPACT 2025
Event
IMPACT 2025 is heading to Denver, bringing together RIA leaders for energizing keynotes, learning opportunities, and meaningful connections. Recharge with fresh mountain air and experience the buzz of the city while engaging in one of the industry's most dynamic events.
October 7 - October 8, 2025
RIA Edge LA
Event
James Fisher, JD
RIA Edge Los Angeles brings together 350+ senior leaders, including 250+ top advisors from firms like Schwab, Choreo, and Mariner. Attendees will hear from experts in strategy, talent, marketing, and tech, with the 2025 Tech for Growth Summit offering insights to help RIAs scale and personalize their businesses.
September 7 - September 10, 2025
Future Proof Festival
Event
Brad Bueermann
James Fisher, JD
Leslie Smith
Seth Davis
Gaia Borgias, MBA
Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.