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Est. 2026The front page of wealth managementNew York

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IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

The industry calendar

The conferences where custodians, broker-dealers, wealthtech firms and regulators make their announcements. 20 dates on the calendar, each checked against the organizer’s own site.

Add the calendarDates last checked October 14, 2026

November 2026

  1. InvestmentNews Women Advisor Summit & Women to Watch Awards 2026

    Nov 5. 583 Park Avenue, New York, NYHosted by InvestmentNews

    IndustryIn 15 days

  2. Investments & Wealth Experience 2026, Scottsdale

    Nov 16–17. Grand Hyatt Scottsdale Resort, Scottsdale, AZHosted by Investments & Wealth Institute

    IndustryIn 26 days

  3. Future Proof Connect 2026

    Nov 18–19. OnlineHosted by Future Proof

    IndustryIn 28 days

December 2026

  1. Barron's Advisor Women Summit 2026

    Dec 2–4. The Breakers, Palm Beach, FLHosted by Barron's Advisor

    IndustryIn 42 days

March 2027

  1. Barron's Advisor Independent Summit 2027

    Mar 8–10. JW Marriott Bonnet Creek, Orlando, FLHosted by Barron's Advisor

    RIAIn 20 weeks

  2. Future Proof Citywide 2027

    Mar 14–17. South Beach, several venues, Miami Beach, FLHosted by Future Proof

    RIAIn 21 weeks

April 2027

  1. Barron's Advisor Teams Summit 2027

    Apr 19–21. Bellagio, Las Vegas, NVHosted by Barron's Advisor

    IndustryIn 6 months

June 2027

  1. InvestmentNews Awards 2027

    Jun 1. New York, NYHosted by InvestmentNews

    IndustryIn 7 months

  2. Wealth Management EDGE 2027

    Jun 8–10. The Boca Raton Resort, Boca Raton, FLHosted by Informa Connect (WealthManagement.com)

    IndustryIn 8 months

  3. Morningstar Investment Conference 2027

    Jun 16–17. Location not yet announcedHosted by Morningstar

    IndustryIn 8 months

September 2027

  1. Barron's Advisor 100 Summit 2027

    Sep 15–17. Fairmont Century Plaza, Beverly Hills, CAHosted by Barron's Advisor

    IndustryIn 11 months

Every event we track

How we keep this calendar: we list an edition only after reading its dates on the organizer’s own website, and each event page shows where and when we checked. Dates change, so confirm on the official site before you book travel. Hosting an event we should list? Send it to the desk.