Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN 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 RIAs

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

Past events, latest first

May 2026

  1. Envestnet Elevate 2026

    May 19–20. Phoenix Convention Center, Phoenix, AZHosted by Envestnet

    TechnologyEnded

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.