2025 Conferences for Financial Advisors and Wealth Managers

Atria Top Producers Conference 
March 2-6, Scottsdale, AZ 

More information to come. 

T3 Technology Conference 2025 
March 3-6, Dallas, TX 

Called “#1 in wealthtech conferences” by Ezra Group’s Craig Iskowitz, T3 offers advisors and enterprises the unique and unparalleled opportunity to absorb everything that matters in the financial services industry, all in one event. 

Content highlights: organic growth, fintech, financial technology trends, advisor tools, tech demonstrations, marketing, and advisor-client experience. 

BISA Annual Conference 
March 4-7, Hollywood, FL 

The BISA Annual Conference provides the opportunity for specific groups of bank insurance and securities industry executives to meet, network, and learn, fostering innovation for future success. 

Content highlights: innovation in financial services, future industry challenges, professional growth, leadership, networking, and personal development. 

Future Proof Citywide 
March 16-19, Miami Beach, FL 

Future Proof Citywide will launch as one of the largest gatherings of its kind, facilitating connections between the most influential allocators and the leading voices in investment and wealth management, all while on Miami’s iconic South Beach. 

Content highlights: public and private market integration, evolving investor expectations, technology-driven transformation, portfolio strategies, talent acquisition, leadership, and regulatory complexities. 

iCapital Connect 
March 24-26, Phoenix, AZ 

iCapital’s premier event will attract over 600 attendees, including a targeted audience of RIAs, independent broker-dealers, institutional clients, speakers, and sponsors. This event promises unparalleled learning and networking opportunities to enrich advisors and wealth management firms. 

Content highlights: alternative investments, wealth management, industry thought leadership, networking, and professional development.