Events

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.

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!

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.