Financial Conferences 2024

The 2024 financial industry conference season offers many opportunities to network, learn, and stay ahead of trends across the country. The AdvizorPro team has compiled our recommended conferences for this year below.

Planning ahead? Check out the 2025 Financial Conferences Calendar.

‍

January

January 22–25:

T3 Technology Conference

T3 is designed for independent and hybrid advisors, featuring an Enterprise Track for financial services executives. Attendees gain insights into the entire advisor technology landscape.

Location: Las Vegas, NV

Price: $999

February

February 11–14:

Exchange: An ETF Experience

Exchange is a large-scale ETF event with immersive sessions and a marketplace for advisors and ETF professionals.

Location: Miami Beach, FL

Price: $499

February 12–14:

Kingdom Advisors Presents: Redeeming Money

This conference gathers thousands of advisors who integrate faith and practice into financial planning.

Location: Orlando, FL

Price: $1,045

February 19–21:

NAPFA Large Firm Forum

An invitation-only event for principals of $1B+ AUM firms, focused on leadership challenges and peer collaboration.

Location: Scottsdale, AZ

March

March 12–15:

Orion Ascent 2024

Orion’s flagship event unites advisors, fintech providers, and broker-dealers for three days of learning and networking.

Location: San Diego, CA

March 24–25:

SHIFT: Human First Financial Guidance

SHIFT focuses on human-centered financial planning, helping advisors strengthen trust and relationships with clients.

Location: Orlando, FL

Price: $299

April

April 7–9:

NAPA 401(k) Summit

The largest retirement plan advisor event, featuring education sessions, networking, and 401(k)-focused insights.

Location: Nashville, TN

Price: $900–$1,400

May

May 6–9:

FPA Retreat

The FPA Retreat is designed for experienced planners to exchange ideas, network, and refine advanced skills.

Location: Tucson, AZ

May 13–16:

Wealth Management EDGE

Wealth Management EDGE combines Inside ETFs, WealthStack, and RIA Edge into one experience. Advisors and firm leaders connect on technology, investments, and practice growth strategies.

Location: Hollywood, FL

Price: $95–$195

👉 For ETF-focused insights leading into this event, explore our RIA ETF Trends Report.

May 14–15:

Envestnet Elevate 2024

Envestnet Elevate provides training, insights, and networking for advisors using the Envestnet platform.

Location: Phoenix, AZ

May 19–21:

Broadridge 360 Advisor Summit

This rebranded summit broadens its scope across retirement and wealth, offering CE credits and industry insights.

Location: Austin, TX

June

June 4–6:

BNY Mellon | Pershing INSITE ’24

INSITE focuses on practice management, growth strategies, and includes CE credit opportunities.

Location: Nashville, TN

August

August 11–14:

LPL Focus 2024

LPL Focus is the firm’s flagship event, gathering advisors of all sizes for education, networking, and industry updates.

Location: San Diego, CA

November

November 3–5:

SPARK Forum

The SPARK Forum brings together senior executives in the retirement plan market for three days of strategy, insights, and networking.

Location: Palm Beach, FL

Price: $950–$1,350

Conclusion

The 2024 conference calendar provides financial professionals with rich opportunities to expand their knowledge, discover new technologies, and build valuable connections. From advisor tech at T3 to retirement insights at NAPA, these events help leaders stay ahead of change in the wealth management space.

Looking to understand which who is shaping the industry? Explore our ranking of the Top 100 Independent RIAs 2024 for additional insights.

Ready to connect with the right advisors before and after these conferences? Request your free demo today and see how AdvizorPro helps asset managers, fintechs, and recruiters target the right advisors with precision.

‍