Learn From Anywhere. Stay Ahead of What’s Next.
Financial Planning’s VIRTUAL SUMMITS deliver timely, high-impact conversations with the leaders shaping the future of wealth management. Designed for the full wealth management ecosystem, each summit can bring together expert insight, real-world case studies, and forward-looking strategies you can apply immediately – wherever you are.
With focused agendas, credible voices, and practical takeaways, Financial Planning’s VIRTUAL SUMMITS make it easy to stay informed, connected, and ahead of what’s next, without stepping away from the work that matters most.
Upcoming Summits
Tomorrow’s Advisor: AI-Enabled, Insight-Driven
AI is rapidly reshaping wealth management. Advisors are already using it to accelerate data intake, automate routine analysis, personalize communications, and reduce administrative load. Now, the next wave—agentic AI—is enabling systems to act autonomously within clear guardrails, from adjusting portfolios to anticipating client needs in real time.
This virtual summit brings together expert voices to explore how AI and agentic AI are transforming advisory work today, what’s coming next, and how advisors can responsibly leverage AI to enhance efficiency, deliver deeper personalization, and strengthen client relationships.
Alternative Assets: Unlocking the World of Alt Assets for Accredited Investors
The world of alternative assets—crypto, farmland, real estate, venture capital and private equity, wine, whiskey cask investment, artwork, etc.—is quickly gaining the attention of accredited individual investors. Registered Investment Advisors need to develop a playbook for positioning these investments appropriately for clients given their risk tolerance, investment horizon and liquidity needs.
What’s Happening in Financial Planning
From Data to Decisions: Ai Tools Powering Modern Advisory Firms
Agentic AI is reshaping how Registered Investment Advisors (RIAs) operate, and those who harness it are gaining a serious competitive edge. On July 30, join us for an exclusive, half-day virtual summit that explores how autonomous AI agents and advanced analytics are enabling RIAs to deliver hyper-personalized financial advice at scale, streamline compliance, and elevate the client experience like never before.
Advise AI
FINANCIAL PLANNING's ADVISE AI is designed to guide wealth management leaders in leveraging AI and machine learning to scale operations, improve client engagement and grow. Don’t get swept away by the current of uncertainty and overwhelming options. This is your chance to gain insights directly from the industry’s top experts and innovation gurus.
Advise AI
Which AI solutions can reduce overhead and improve profitability for wealth management businesses? How can AI be used to help firms meet the highest standards of data protection and legal requirements? How can it help attract tech-savvy clients and position businesses as future-ready firms?