Here are the top events this year to check out. Did we miss any?
Experience 2025 – Hosted by the Investments & Wealth Institute, this event is scheduled for March 30 to April 2, 2025, in Austin, Texas. It focuses on wealth management strategies, retirement planning, practice management, and AI integration, among other topics. It includes networking opportunities with over 600 wealth and investment managers and high-quality educational sessions .
Wealth Management EDGE – While specific 2025 dates are not yet available, this annual conference is known for addressing investment strategies, technology advancements, and practice management. Attendees include RIAs, trust companies, and institutional investors. This event is a prime networking opportunity for advisors and firms managing significant assets.
FP Transitions Conferences – These events cater to wealth managers and financial advisors focusing on practice growth, valuation, and succession planning. These events are typically spread across the U.S. throughout the year.
Morningstar Investment Conference – This prominent event gathers wealth management professionals and thought leaders to discuss investment strategies, market trends, and portfolio management. The 2025 schedule should be released soon.
RIA Edge West & East – Organized by WealthManagement.com, these regional events delve into growth strategies, technology solutions, and client engagement specifically tailored to RIAs.
