Broker-dealers, clearing and custodial firms, RIAs, marketing communications groups, professional organizations and many others group are offering financial advisors educational and professional events this year.
While we know you can’t attend them all, we hope this list — which is organized by date — helps you with your travel planning.
Below you’ll find a rundown of some key upcoming industry events for financial advisors and industry firms, along with links to conference registration pages when available.
ThinkAdvisor will continue to update this list as new information becomes available and hope to cover as many of these events as possible.
To have a conference added to the list, please reach out to ThinkAdvisor via email at jlevaux@alm.com.
June
Morningstar Investment Conference: The annual gathering is scheduled for June 25-26 at Chicago's Navy Pier. The event's featured speakers are General Stanley McChrystal, Vanguard CEO Salim Ramji, Dodge & Cox Chair and CEO Dana Emery, and Baron Capital CEO and Portfolio Manager Ron Baron.
August
LPL Focus 2025: The firm's flagship event takes place Aug. 10-13 in San Diego. It emphasizes learning and networking for financial professionals in practices and institutions. Keynote speakers include Paralympian Melissa Stockwell and mentalist Lior Suchard, with entertainment by the band Maroon 5.
September
Future Proof Festival: The popular event will be held Sept 7-10 on Huntington Beach. Speakers range from industry leaders to top asset managers and venture capitalists. Plus, there's plenty of networking via the conference's Breakthru tech-enabled program.
XYPN LIVE: The network gathering of XYPN is coming to Austin Sept. 25-27. The event aims to educate and support those using its fee-only platform, founded by Michael Kitces and Alan Moore in 2014. This year's keynote speakers are author Carl Richards, CFP, and Meghaan Lurtz, Ph.D., a partner of Shaping Wealth, a learning and development platform for financial professionals.
October
This year's eMoney Summit will take place online Oct. 20-21. The event zooms in on financial planning, the latest interactive and dynamic advisor tools, and critical industry research. The conference aims to empower financial professionals so they can best deliver personalized advice at scale to clients, while building meaningful business results for their practices.
November
Schwab IMPACT: Set for Nov. 4-6 in Denver, this RIA-focused conference features keynote speakers from Schwab executives and other industry VIPs, as well as educational sessions and booths for advisors to get better acquainted with the latest technology and platform tools.
(Credit: IRI)
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