With all the advancements in the financial technology (fintech) space, there is a lot to keep up with. To ensure your organization is aware of the latest events and trends in the wealth management industry, check out this list of fintech conferences that will help you stay up to date on what tools are available to help you streamline processes and accelerate growth for your organization. The 2022 events below include a mix of virtual and in-person conferences geared toward financial services professionals.
FSI OneVoice
January 31−February 2, 2022
Texas
This event will be a hybrid virtual and in-person gathering of the largest community of experienced, executive-level broker-dealer professionals. It will be a critical conference for fintech leaders to connect with this market.
From the event page: “Those who attend in person will add the benefits of interaction with colleagues, thought leaders, and industry partners in a safe and socially distanced environment, including peer-to-peer discussions and workshops.”
Tiburon CEO Summit XLII
May 2–4, 2022
Boston
Focused on building up networking connections, the Tiburon CEO Summit brings together leaders across the financial services industry. Join this event to talk about the future of and issues affecting wealth management.
From the event page: “Tiburon’s CEO Summits likely provide one of the only true forums where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities.”
T3 Advisor Conference
May 2−5, 2022
Texas
Hosted by Tools for Technology Today, this is a fintech conference primarily for wealth managers looking to learn about the latest tools for their organizations. This conference boasts the largest gathering of FinTech leaders in the industry.
From the event page: “The primary benefit of attending the conference is the opportunity to simply see ‘everything’ that the advisor technology landscape has to offer, in one efficient trip. This makes the T3 conference especially appealing to independent advisors who are ‘shopping’ for new technology solutions in a particular category or simply those that want to see what the latest and greatest is.”
Envestnet Advisor Summit
May 11−12, 2022
North Carolina
Envestnet always has its fingers on the pulse of the wealth management industry’s “next big megatrend.” This summit is especially powerful for RIA Leaders, FinTech Providers, Financial Planners and Advisors, and Home Office Executives.
From the event page: “Envestnet’s Advisor Summit helps advisors gain insights to build their practice to achieve greater client success and growth.”
FINRA Annual Conference
May 16 – 18, 2022
Washington, DC
This event attracts asset managers, WM executives, and compliance professionals to discuss the most timely compliance and regulatory topics. Connect with specialists in compliance and regulatory fintech.
From the event page: “The conference offers industry professionals a variety of sessions related to current trends in technology, cybersecurity, risk management, and much more.”
Future Proof
September 11−14, 2022
California
When industry vets Matt Middleton, Josh Brown, John Swolfs, and Barry Ritholtz put their collective brain trust behind an event – you need to be there. This summit will cover future trends, current best practices, and top tech for everyone in wealth management. Docupace is proud to be a founding Gen Zero Partner for the event.
From the event page: “Future Proof attracts the world’s most prominent and cutting-edge companies in finance, tech, and asset management.”
#XYPN Live
October 9–11, 2022
Denver, CO
A hybrid virtual and in-person event, XYPN Live brings together a community of like-minded planners. Hosted by Alan Moore and Michael Kitces, this is an excellent event for fintech leaders, RIAs, and fee-based financial planners.
From the event page: “This is THE can’t-miss event for fee-for-service financial advisors. Why? Even advisors need advice when it comes to breaking down barriers in your business and re:defining what financial planning can be.”
Fearless Investing Summit
October 19−21, 2022
Salt Lake City
The Fearless Investing Summit is Riskalyze’s annual conference. While geared toward Riskalyze users, this conference highlights current and emerging technologies to support financial advisors.
From the event page: “Network with over 700 investment professionals from all over the country as you discover the latest developments in financial advice and technology.”
Market Counsel Summit
December 5−8, 2022
Las Vegas
This invite-only event from Brian Hamburger features an eclectic group of industry influencers, policymakers, and wealth management leaders. Sponsors do not influence the agenda, so the topics are truly market focused and will help you plan for the future.
From the event page: “The MarketCounsel Summit sits as the industry’s capstone event each year, bringing together the leadership of the country’s preeminent independent investment advisors, their service providers, and both financial and industry media. “
ORION Ascent
TBD
Focused on users of the ORION platform, this event brings together influential minds in the financial services industry. This conference is a must-see for asset managers, support staff, RIAs, and fintech leaders.
From the event page: “ORION Ascent brings together a world-class roster of industry giants—from top financial advisors to provocative thought leaders to innovative tech experts—for three days of transformational insights, cutting-edge tech training, and powerful networking opportunities.”
