Top Wealth Management Conferences of 2019

By Haley Sayre, Associate Marketing Analyst


As the New Year approaches, it’s a good time to start thinking about 2019 wealth management conference offerings. Attending at least one conference throughout the year is important and can benefit you and your business greatly.

It’s refreshing to break away from your desk, sharpen the saw, and network with like-minded individuals.

Below are several worthwhile conferences you might want to attend or consider sponsoring. We’ve learned so much and met so many interesting people through the Top Wealth Management Conferences of 2018 and we look forward to another successful and productive year in 2019!

We’ll update this blog throughout the year and add more conferences to our list so make sure to check back!


FSI_One Voice_Event

FSI OneVoice is hosted in New Orleans this year with a jam-packed schedule specifically designed for CEOs, senior executives and managers. The conference offers up to six different tracks to satisfy all attendees. Take a glance at the two-day agenda here.

Where: New Orleans

When: January 28- 30


“Your technology choices can produce Tangible Value” is this year’s theme for the 16th annual T3 Advisor Conference. Produced by Joel Bruckenstein, this conference targets independent and hybrid financial advisor with speakers such as Ron Carson, CFP®, ChFC®, and the Irving, Texas Police Department SWAT team.

Where: Dallas

When: January 29-February 1



The ABA WMTC (American Banker Association Wealth Management and Trust Conference) offers unique networking and learning opportunities for CEO’s, presidents and senior-level management in banking and financial services. The program highlights keynotes speakers, fast-track learning and 90-minute learning labs. This conference offers great exhibitor and sponsorship opportunities and benefits and Vestmark will be taking advantage of that!

Where: San Francisco

When: February 10-13



Docupace’s Annual Client Conference joins together technology, regulatory, and security professionals looking to collaborate. This event is by invitation only and is intended to serve RIA’s and independent brokers by providing the opportunity to network and learn from executives in an intimate setting. Check out the full agenda here.

Where: San Diego, California

When: April 23-25, 2019


By invitation, only this event brings together leaders across the wealth management industry to discuss and examine issues facing the business. Andy Sieg, Head of Wealth Management at Merrill Lynch, will be one of the many speakers at this event. For more information, check out the website here.

Where: Naples, Florida

When: April 10th-12th



Ops 2019 is a great opportunity to gain insight into the evolving financial management industry. This comprehensive 3 day conference will cover a wide range of topics, from basic corporate actions all the way to AI implementation, and include some of the top sponsors in the industry. Register here!

Where: Boca Raton

When: May 6-9


This annual conference brings together the top minds of the financial industry presenting the latest developments and perspectives on the market. Keynote speakers include Dr. Sonal Desai, Author Doris Kearns Goodwin and CEO of PIMCO Manny Roman. The exhibit hall hosts hundreds of organizations and provides effective sponsor opportunities to decision makers attending. Register here.

Where: Chicago

When: May 8-10



“Empowering success. Together.” is the theme of this 3-day conference with INSITE in Phoenix, AZ. The conference website gives you an audience analysis of who’s registered to attend for those sponsoring the event. Lead by world leaders and industry experts; join the financial advice community by registering here.

Where: Phoenix, Arizona

When: June 12th-14th



In its seven short years, T3 has become the leading enterprise-focused technology conference in the financial service industry. You will find everyone from financial service executives to RIA’s and Broker Dealers attending this event. It is a great opportunity for sponsors to network with firms from all over the country. Check here for registration info!

Where: Las Vegas

When: February 4-6

If you plan to attend any of these events and want to link up, email us at! We would love to meet you!

By Haley Sayre, Associate Marketing Analyst