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Events

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.

June 10 - June 12, 2025

Wealth Management EDGE

Event

Scott Leak, CFP®, CEPA®

Brad Bueermann

Eric Leeper, CFA

Elise Rogers

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