Upcoming events


Morningstar Investment Conference

June 13-15, 2016 | Chicago, IL

The annual conference will address key financial topics, investment strategies, and perspectives on the economy.  learn more >


Laser App Financial Services Conference

August 9-12, 2016 | San Diego, CA

The Laser App Conference is specifically designed to bring financial firm executives into a collaborative environment. You will learn about new technology, watch live demonstrations of integrated solutions, pick up on industry trends, ask questions of your peers, and take home actionable information.  learn more >


FPA of Los Angeles - Building a 21st Century Practice Expo

August 25, 2016 | Los Angeles, CA

This all-day tech conference provides excellent networking opportunities as well as interesting seminars discussing emerging financial paradigms, emerging technology trends and much more!  learn more >


FPA of San Francisco - Technology and Financial Services Chapter Event

September 13, 2016  |  San Francisco, CA

 Keynote: Greg Friedman, CEO of Private Ocean & Junxure;  Panelists: Steven Lockshin, CEO of AdvicePeriod & FinTech Investor (Advizr & Quovo), Patrick Beaudan, CEO of Belvedere Advisors & Emotomy.  learn more >


SS&C Deliver

September 13-15  |  San Diego, CA

Join 1,500 of your peers to network and learn about the latest developments in fintech and industry trends. Participate in our tailored labs and sessions and meet the brains behind our award-winning solutions.  learn more >


NAIFA Performance + Purpose 2016

September 17-19, 2016  |  Las Vegas, NV

NAIFA marks the 127th meeting of our association with a renewed focus on helping advisors succeed.  learn more >


Insider's Forum

September 19-21 |  Coronado, CA

Themes are Communicating and Brilliant Thinking, which can be defined as “exceptional clarity and agility of intellect.” These broad themes will permeate tracks geared towards firm CEOs and other strategic leaders.  learn more >



October 24-27, 2016  |  San Diego, CA

IMPACT 2016 will be the hub for industry insights and presidential election buzz. It’ll be your space for learning collaboratively and connecting meaningfully with peers. Essential takeaways from keynote speakers and sessions. Unforgettable social events.  learn more >


T3 Enterprise Conference

November 2-4, 2016  |  Las Vegas, NV

The Technology Tools for Today (T3) Enterprise Conference is the place broker-dealers and financial enterprises will discover technology solutions for their business.  learn more >