The financial advisory profession is highly competitive. To succeed, advisors need to constantly seek ways to improve, meet new people, and keep abreast of industry developments. Conferences are among the best ways to do that. Here is a list of the most anticipated conferences for financial advisors in Attending means rubbing shoulders with and learning from the best in the profession.
This year's event will focus on portfolio strategies, practice management, and more, with guest speakers set to include Ian Bremmer, Anne Lester, David Kelly, and Christa Kuberry.
The spring conference of the National Association of Personal Financial Advisors NAPFA will cover a range of topics related to advising and running an advisory business, regulatory trends, industry developments, and more.
The American Institute of Certified Public Accountants's annual conference offers updates on many areas, including accounting and auditing, estate planning, personal finance planning, tax strategies, technology, and third-party risk. This conference updates participants on investment strategies, technology, and practice management.
Attendees gain access to high-profile guest speakers, one-to-one meetings, and roundtables. Extras include beachside yoga, wine tastings, poolside parties, and mentor-mentee speed dating. Morningstar's conferences are known for extensive investment research, updates, and analysis. The topics covered are varied, with the event mainly focused on helping advisory firms better position themselves and more efficiently scale advice.
