2025 Industry Conferences for Financial Advisors | Global News Avenue

The financial advisory industry is extremely competitive. To succeed, consultants need to constantly look for ways to improve, meet new people, and stay abreast of industry developments.

Meetings are one of the best ways to achieve this. Here is a list of the most anticipated conferences for financial advisors in 2025.

Barron’s Independence Summit

• Date: March 12-14, 2025
• Location: JW Marriott Grand Lake Orlando, Florida
• Cost: $2,600 (admission is by invitation only, but you can request an invitation).

This is the annual gathering of the nation’s top registered investment advisors (by invitation only)radioimmunoassay) and independent consultants. Attending means working alongside and learning from the best in the industry.

Exchange 2025

• Date: March 23-26, 2025
• Location: Virgin Hotels, Las Vegas, Nevada
• Cost: Consultants $249 (limited time); industry tickets start at $5,499.

This year’s event will focus on portfolio strategy, practice management, etc. Speakers include Ian Bremmer, Anne Lester, David Kelly and Christa Kuberry.

NAPFA Spring National Conference

• Date: May 7-10, 2025
• Location: Sheraton Phoenix City Center Hotel, Phoenix, Arizona
• Cost: TBD.

The National Association of Personal Financial Advisors’ (NAPFA) spring conference will cover a range of topics related to advising and running the advisory business, regulatory trends, industry developments and more.

AICPA Engage 2025

• Date: June 9-12, 2025
• Where: ARIA Resort and Casino, Las Vegas, Nevada and online
• Cost: From $995 to $2,095 (price depends on whether you reserve in advance, are a member, and access level).

The AICPA’s annual conference provides the latest information in many areas, including accounting and auditing, estate planning, personal financial planning, tax strategy, technology and third-party risk.

Wealth Management Advantages

• Date: June 10-12, 2025
• Location: Boca Raton Resort, Boca Raton, Florida
• Cost: Basic tickets are $399 for consultants ($99 if booked in advance), additional tickets are $499 ($199 if booked in advance).

This conference provides attendees with the latest in investment strategies, technology and practical management. Attendees have access to high-profile guest speakers, one-on-one meetings and roundtables. Additional activities include oceanfront yoga, wine tasting, poolside parties and mentor-mentee speed dates.

2025 Morningstar Investment Conference

• Date: June 25-26, 2025
• Location: Navy Pier, Chicago, Illinois
• Fees: Consultant fee is $499 ($399 if booked in advance). Other attendees pay $999 or $1,199.

Morningstar’s conferences are known for their extensive investment research, updates and analysis. This year’s keynote speakers include Christine Benz, Jean Chatzky and Carolyn McClanahan.

XYPN Live 2025

• Date: September 25-27, 2025
• Location: Austin Marriott Downtown, Austin, TX or online
• Cost: $299 to $899, depending on whether you are a member, book in advance and attend in person.

XYPN LIVE features expert keynotes, technology demonstrations and roundtable discussion opportunities. Topics covered are diverse, with activities focused on helping consulting firms position themselves better and provide advice more effectively.

2025 FPA Annual Meeting

• Date: November 3-5, 2025
• Location: MGM Grand, Las Vegas, Nevada
• Cost: From $924 to $1,424, depending on whether you are a member and when you book

Known as the largest gathering Certified Financial Planner (CFP)this year’s FPA Annual Meeting provided attendees with three days of keynote presentations, education on how to advance their careers, and networking.

IMPACT 2025 Schwab

• Dates: November 4-6
• Location: Denver, Colorado
• Fee: TBD

No information is known about IMPACT 2025 other than the date and the fact that it will be held in Denver, Colorado. Last year, industry experts, service and product providers, and thousands of consultants came together to discuss issues such as the psychology of succession planning, best practices for company growth, and effective communication methods.

Why consultants attend meetings

Meetings have many benefits. They give consultants a chance to change scenery, take a break from the office, reflect, hear new perspectives, learn about industry dynamics, and make new connections. And, as a bonus, many of them offer continuing education credits.

bottom line

Conferences are an ideal place for financial advisors to meet friends, expand their networks, deepen their industry knowledge and learn more about global trends. Attending one or more of these may lead to a chance encounter or a valuable piece of information that significantly enhances your professional or even personal development while helping your business stay relevant or reach the next level.