Monday, October 26, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SEC 2027 exam priorities target RIA fees, cash management and M&AIN Another ex-LPL Financial advisor in trouble, this time in Iowa4K Kitces Picks Best Financial Advisor Conferences for 2027WM Rockefeller Adds J.P. Morgan Team in HoustonIN Big firms locking down advisors with pay in 2027WM Nevis Lands $70M to Expand AI Wealth PlatformWM People Moves: $6.8B Sowell Names New CIO, Launches Investment OfficeIN Fed likely to hold this week, but December hike odds top 70%IN Hybrid RIAs to get a head start on FINRA performance projections ruleWM Wealth Management Invest: Fixed Income Opportunities in a Higher-Rate Market with Sean Banai

News

Kitces Picks Best Financial Advisor Conferences for 2027

By Brian Anderson · 401k Specialist ·

From retirement planning and AI to tax strategies and advisor networking, Michael Kitces highlights 16 standout events as industry conferences become increasingly specialized

Summary as published by 401k Specialist
Read the full story at 401k Specialist →

Financial ADVSR links to reporting from across the industry. This story was reported by 401k Specialist. Financial ADVSR is not affiliated with 401k Specialist. Updated every 10 minutes.

The full wire →