Events
February 3 - February 6, 2026
Kestra Ascend 2026
Event
Leslie Smith
Liz Milacek
November 4 - November 6, 2025
IMPACT 2025
Event
October 7 - October 8, 2025
RIA Edge LA
Event
James Fisher, JD
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.
June 10 - June 12, 2025
Wealth Management EDGE
Event
Scott Leak, CFP®, CEPA®
Brad Bueermann
Eric Leeper, CFA
Elise Rogers
Unlock Your Next Growth Wave at EDGE
EDGE unites the industry's top leaders and experts, equipping you with the insights and strategies to elevate your business while meeting client demands.
May 19 - May 21, 2025
Northwestern Mutual Wealth Management Symposium
Event
Eric Leeper, CFA
Heading to the event? Catch Eric Leeper, CFA as he shares insights on the evolving Wealth Management M&A landscape. We would love to connect while you are there. Reach out and let's set something up!