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2025 Financial Advisor Conferences | Industry Events
- For financial advisors, continuous enhancement and staying current are vital in a competitive industry.
- Here are some of the most anticipated conferences for financial advisors in 2025:
- This conference focuses on investment strategies,technology,and practice management.
Ensure your financial advisory practice thrives in 2025 by attending the top industry events. this guide highlights the must-attend financial advisor conferences and provides key details so you don’t miss a beat. Stay ahead of the curve with insights into investment strategies, practice management, and technological advancements. Find out where to network with peers and gain valuable professional growth credits at events like the IMN Wealth Management Connect, Morningstar Investment Conference, and the FPA Annual Conference. News Directory 3 provides the latest details on locations, dates, and costs to help you plan. Discover what’s next for financial advisors in the coming year!
Top conferences for Financial Advisors in 2025
Updated June 13, 2025
For financial advisors, continuous enhancement and staying current are vital in a competitive industry. Attending industry conferences is a prime way to network, learn, and discover new strategies.
Here are some of the most anticipated conferences for financial advisors in 2025:
IMN Wealth Management Connect 2025
- Dates: Feb. 2-4,2025
- Location: The Diplomat Beach Resort,Hollywood,Florida
- Cost: $1,195
This conference focuses on investment strategies,technology,and practice management. Attendees can expect high-profile speakers, one-on-one meetings, and roundtable discussions, plus extras such as beachside yoga and wine tastings.
Morningstar Investment Conference 2025
- Dates: June 25-26, 2025
- Location: Navy Pier, Chicago, Illinois
- Cost: $499 ($399 for early registration) for advisors; $999 or $1,199 for other attendees.
Morningstar’s conferences are known for investment research and analysis. Keynote speakers for 2025 include Christine Benz, Jean Chatzky, and Carolyn McClanahan.
Future Proof Festival 2025
- Dates: Sept.7-10, 2025
- Location: Huntington Beach, California
- Cost: $625-$995 for advisory firms (based on AUM); $1,800-$3,300 for general industry attendees.
This event brings together advisors, asset managers, and fintech experts to discuss the future of wealth management.
XYPN Live 2025
- Dates: Sept. 25-27, 2025
- Location: Austin Marriott Downtown, Austin, Texas, or online
- Cost: $299 to $899, depending on membership status, registration timing, and in-person or virtual attendance.
XYPN LIVE offers expert keynotes, a tech showcase, and roundtable discussions, focusing on helping advisory firms improve thier positioning and scale advice efficiently.
FPA Annual Conference 2025
- Dates: Nov. 3-5, 2025
- Location: MGM Grand, Las Vegas, Nevada
- Cost: $924 to $1,424, depending on membership and registration timing.
the FPA Annual Conference, a large gathering of certified financial planners, provides keynotes and education focused on career advancement and networking.
IMPACT 2025 Schwab
- Dates: Nov.4-6, 2025
- Location: Denver, Colorado
- Cost: To be announced.
Details for IMPACT 2025 are still emerging, but the conference typically gathers industry experts and advisors to discuss topics such as succession planning and firm growth.
Why Advisors Attend Conferences
Conferences provide advisors with opportunities to refresh their perspectives, stay informed about industry trends, and expand their professional networks. Many conferences also offer continuing education credits.
What’s next
Attending financial advisor conferences can lead to valuable connections and insights that enhance professional growth and help businesses thrive.