The only wealth management event 100% focused on AI and its uses
Ideas and experiences you can’t find anywhere else:
Get an up-close look at real-world use cases of AI implementation that helped enhance firms’ investment solutions, portfolio management, automation and compliance.
Learn firsthand from the sector’s foremost experts about how AI can upgrade marketing efforts, elevate customer experience and build strong foundations for client trust.
Explore programs that deliver increased value to partners, enhanced experiences to cardmembers and deepened loyalty with favorite brands.
2026 Advisory Council
Erik Allison
Andrew Alfest
Justin Barish
Joel P. Bruckenstein
Richard Chen
Stephen Chien
Adrian Crockett
Parker Ence
Brian Green
Dr. Sindhu Joseph
John O’Connell
Brian Portnoy, CFA, PhD
Suzanne Siracuse
Susan Theder
Oleg Tishkevich
Timothy D. Welsh
Feedback from Past Attendees
This was a very valuable event because of the up-to-date content of the seminars and the excellent networking opportunities. I plan to attend next year.
This was my first Finnancial Planning conference. I found the event to be content-rich and a great venue to network! I will definitely be back next year.
Who attends
Great Ready for More Defining Moments at Advise AI
