Top Wealth Management Conferences of 2018

By Rob Klapprodt, Corporate Strategy Officer


The dawn of a new year inspires many to explore and embrace new opportunities for personal and professional development.

One great way to reinvest in yourself and in your business is to attend industry conferences. These events provide crucial industry updates and indispensable insights to help you better navigate an evolving business environment. And, like Michael Kitces articulates in “The 15 Best Conferences for Financial Advisors to Choose from in 2017, by attending conferences, “you are one good takeaway from a newfound understanding that can impact your business.”

So, step away from your desk to stretch your legs in another part of the country and invest in yourself in 2018.

We are grateful for all that we learned and for everyone we met at the top wealth management conferences in 2017. We are excited for all that 2018 has to offer, and we hope to see you at future events! For the latest updates, visit our event calendar or follow us on Twitter.



Barron’s Top Advisors Summit
The Barron’s Top Advisors Summit is an invitation-only event designed by and for Barron’s-ranked advisors and top advisors from their respective firms to raise the standards of excellence throughout the wealth management industry. For more information on the two-day curriculum, take a look at the Barron’s Top Advisors Summit Agenda.

When: Jan. 8-10, 2018
Where: Palm Beach, FL

FSI_One Voice_Event

FSI OneVoice
FSI OneVoice gathers broker dealers for education and networking sessions designed for executives and senior managers at member firms. This year’s tracks will focus on regulatory updates, investment services, technology, and business development. To learn more about the tracks and each of the sessions, download the FSI OneVoice Conference Program.

When: Jan. 29-31, 2018
Where: Dallas TX


TD National LINC
The TD National LINC (Learn, Inspire, Network, Collaborate) conference gives registered investment advisors the opportunity to gain vital knowledge, valuable insights, and priceless connections within the advisor community to energize their respective firms. This year’s agenda will focus on new strategies for business efficiency, client engagement, and growth opportunities. Visit the TD conference site to take a look at the TD LINC Conference Agenda.

When: Jan. 31 - Feb. 3, 2018
Where: Orlando, FL



Technology Tools for Today (T3) Advisor Conference
The Technology Tools for Today (T3) Advisor Conference focuses on the full array of available advisor financial technology and wealth tech tools. To learn more, take a look at the T3 Advisor Conference Schedule or read Michael Kitces blog, “13 Best Conferences for Top Advisors to Choose from in 2018,” which highlights the event.

When: Feb. 6-9, 2018
Where: Ft. Lauderdale, FL



2018 BISA Annual Convention
The Bank, Insurance, & Securities Association (BISA) Annual Convention offers the opportunity to demonstrate products, services, and expertise to nearly 700 bank executives and securities and insurance professionals. Visit the 2018 BISA Annual Convention site to review the preliminary schedule.

When: March 6-9, 2018
Where: Hollywood, FL



SIFMA Private Client Conference
The 40th Annual SIFMA Private Client Conference gathers leaders from across the private wealth management industry to discuss new trends and best practices for delivering financial advice.

When: April 11-13, 2018
Where: Naples, FL



Investments & Wealth Institute Annual Conference (formerly IMCA ACE)
The Investments & Wealth Institute 2018 Annual Conference Experience offers wealth and investment professionals the opportunity to discover the latest insights from some of the world’s foremost thought leaders. For more information, take a look at the ACE Nashville schedule or learn more about continuing education opportunities at the event.

When: May 6-9, 2018
Where: Nashville, TN


The 45th SIFMA Operations Conference & Exhibition explores the practical applications of new technologies in operations, compliance, and regulation and how such technologies can further evolve investor engagement.

When: May 7-10, 2018
Where: Phoenix, AZ



Pershing INSITE’18
The Pershing INSITE’18 Conference is a premier industry event for success-minded advisors. For two decades, INSITE has featured the top industry thinkers and world leaders to inspire advisors to think big and to differentiate themselves in the marketplace.

When: June 6-8, 2018
Where: Orlando, FL


Morningstar Investment Conference
The annual Morningstar Investment Conference brings together top industry professionals to discuss the latest movements in financial advice delivery, and how these new ideas can be put into practice.

When: June 11-13, 2018
Where: Chicago, IL



In|Vest, the industry’s leading wealth-tech event, brings together technology and strategy executives from across the entire wealth management community to explore changes in the market and offer a digital vision of the future.

When: July 10-11, 2018
Where: New York, NY



Laser App Conference
The Laser App Financial Services Conference focuses on leading FinTech solutions available to independent financial firms and advisors in effort to help guide the technological decision-making process. Passes are limited, but stay tuned for more information.

When: TBD
Where: TBD



FPA Annual Conference
The Financial Planning Association Annual Conference, one of the largest financial planning conferences in the world, focuses on sharing practical strategies and tactics to help you take immediate action when you return to your office. Follow the FPA Conference Blog for more information.

When: Oct. 3-5, 2018
Where: Chicago, IL


MMI Annual Conference
The 2018 MMI Annual Conference focuses on the future of financial advice and how to propel the wealth management industry forward.

When: Oct. 15-17, 2018
Where: Dallas, TX



The Charles Schwab IMPACT 2018 Conference, the largest gathering of experts and forward-thinking advisors, is the hub for industry insights, collaborative learning, and meaningful connections. Stay tuned for more information on IMPACT 2018.

When: TBD
Where: TBD


Thomson Reuters Insight Wealth 2018
The Thomson Reuters Insight Wealth Conference is a gathering of industry leaders who will tackle the future of wealth management. Stay tuned for more information on INSIGHT 2018.

When: TBD
Where: TBD


Market Counsel_Event

2018 MarketCounsel Summit
The 2018 MarketCounsel Summit brings together more than 300 independent advisors for debate, dialogue, and conversation. Read the highlights from the 2016 MarketCounsel Summit, and stay tuned for more information.

When: Dec. 3-6, 2018
Where: Las Vegas, NV

By Rob Klapprodt, Corporate Strategy Officer