Guide To Industry Conferences: Wealthtech

Our 2024 Guide To Leading Wealthtech Conferences Covers Orion Ascent, The T3 Technology Conference, WealthStack, Future Proof And The Nitrogen Fearless Investing Summit
Future Proof Conference

One benefit of a career in wealth management is the almost endless opportunities to learn, connect and recharge at dozens of industry conferences – and with abundant choice comes the need to sort through and select the right ones for your firm. To assist advisors, professionals and executives in the selection process, we launched a series of Guides To Industry Conferences last year.

The series includes installments covering leading conferences in the areas of wealthtech, insurance, custodians, M&A and asset management, as well as compliance, governance and regulatory. We distill key information including the location and dates, who is expected to attend, what will be covered at each conference, what attendees can look forward to and ticket prices.

This first installment for 2024, covering wealthtech conferences, summarizes the information you need to know about Orion Ascent, the T3 Technology Conference, WealthStack, Future Proof and the Nitrogen Fearless Investing Summit.

Orion Ascent

Natalie Wolfsen, CEO, Orion Advisor Solutions
Natalie Wolfsen, CEO, Orion Advisor Solutions

Orion Ascent will be held from March 12 to 15 in the Marriott Marquis San Diego Arena in San Diego, California. Orion Advisor Solutions, which hosts the conference, estimates there will be over 1,500 in attendance including independent advisors, financial planners, RIAs, broker-dealers, investment firms, COOs and CCOs. The event will hold over 50 educational sessions and the pre-conference workshops will include a Q&A session with CEO Natalie Wolfsen.

Orion says Ascent’s goal is to “Give you the tools you need to lean into change and embrace innovation, disrupt the status quo, and ultimately win for yourself and your clients.” Keynotes will include Sarah Thomas, the NFL’s first female official, AI expert Louis Rosenberg, Strategas Head of Policy Research Dan Clifton, and two Orion executives – Chief Behavioral Officer Daniel Crosby and Chief Investment Officer & OCIO Tim Holland.

Sponsors include LifeX, Toews Asset Management, AllianceBernstein, Clark Capital, DoubleLine, TradePMR, Ocean Park Asset Management, Advanced Asset Management Advisors and more. The conference will have over 30 speakers, five deep-dive workshops during the pre-conference and over 10 hours of continuing education credit available. Tickets cost $1,199, and pre-conference workshops an additional $199.

T3 Technology Conference

Named the Best Technology Conference for 2024 by Kitces.com, the Technology Tools for Today (T3) Technology Conference celebrates its 20th anniversary this year from Jan. 22 to 25 at the Cosmopolitan Hotel and Resort in Las Vegas. Produced by Joel Bruckenstein, President of T3, this year’s conference theme is “the past, present and future of the financial services industry, and how emerging technologies and AI/ML will change the landscape.”

Joel Bruckenstein, President, Technology Tools for Today
Joel Bruckenstein, President, Technology Tools for Today

In what has become an annual tradition, this year’s conference will feature the results of the influential T3/Inside Information Software Survey on wealthtech services and providers. Sponsors include AdvisorEngine, Orion Advisor Solutions, Envestnet, Morningstar, TradePMR, Invent, Snappy Kraken, Smartleaf, BNY Mellon | Pershing, FCI Cyber and more. Ticket prices vary, with tickets for advisors, broker-dealers and consultants costing $999. “Allied professional” tickets cost $6,250 and must be pre-approved.

This year’s conference will include six emcees, 19 keynote speakers, nine super session speakers and 49 breakout session speakers. Emcees include Bruckenstein; Craig Iskowitz, Founder of Ezra Group; Ian McKenna, CEO and Founder of the Financial Technology Resource Centre; Abby Salameh, CMO, Head of Strategic Relations and Managing Director at CAIS; Spenser Segal, CEO, Head of Strategic Relations and Managing Director at ActiFi; and Shannon Spotswood, President of RFG Advisory.

WealthStack

Informa Connect, parent of WealthManagement.com, will host the 2024 WealthStack at the Diplomat Beach Resort in Hollywood, Florida from May 13 to 16. WealthStack is the technology section of Informa’s broader Wealth Management EDGE conference, and WealthStack ticket holders will have access to the entire conference, which is expected to draw 2,000 attendees, including 150 CEOs and managing partners.

Shannon Rosic, Head of Content and Solutions, WealthStack
Shannon Rosic, Head of Content and Solutions, WealthStack

WealthStack is intended to help firms “optimize planning, production, sales, marketing, investment analytics and regulatory compliance and stay ahead of the needs and expectations of your clients.”

Sponsors for EDGE include KraneShares, Rayliant Global Advisors, FlexShares, Sound Income Strategies, VanEck, Franklin Templeton and more. Speakers at WealthStack last year included Aaron Klein, former CEO of Nitrogen; Ron Bullis, CEO of LifeWorks Advisors; Anton Honikman, CEO of MyVest; Oleg Tishkevich, Founder and CEO of Invent; Marwa Zakarhia, CEO of AssetBook; and Shannon Rosic, Head of Content and Solutions at WealthStack.

The 2023 conference included technology demonstrations from Fabric, Koyfin, Addepar and CapIntel. This year’s EDGE conference is expected to have over 1,000 advisors in attendance, with 70% managing over $500 million in client assets. If booked by Feb. 9, advisor tickets cost $95, “Advisor Plus” tickets cost $195, and product and service provider tickets cost $3,795. After Feb. 9, advisor and Advisor Plus tickets increase by $300 and product and service provider tickets rise by $600. Sponsor tickets cost $1,950.

Future Proof

This year’s Future Proof Festival will again be held just steps from the ocean in Huntington Beach, California. Scheduled for Sept. 15 to 18, Advisor Circle and Ritholtz Wealth Management’s conference is in its third year, anticipating 4,500 attendees representing a total of $6 trillion in assets under management. Kitces.com named Future Proof as the Best Conference Experience for 2024.

Matt Middleton, CEO and Co-Founder of Advisor Circle
Matt Middleton, CEO and Co-Founder of Advisor Circle

One of the festival’s unique features is “Breakthru,” in which it organizes thousands of 15 minute one-to-one meetings. This year organizers expect over 30,000 individual meetings in the Breakthru Meetings Zone. To take part, participants fill in a profile, are matched by algorithm and approve each proposed meeting before it begins.

Last year’s 220 speakers included Jeffrey Gundlach, CEO of DoubleLine; Kunal Kapoor, CEO of Morningstar; Andree Moohr, Chief Implementation Officer of Integrated Partners; Jessica Polito, Founder and Principal of Turkey Hill Management; and WSR’s Managing Editor, Chris Latham. Activities last year ranged from a rap concert featuring Redman and Method Man to making sushi, dance culture and emotional intelligence.

Ticket prices vary, with general attendees costing $2,300, advisory firms with under $50 million in assets at $300, advisory firms over that amount at $495, startups at $900, and exhibitor and sponsor tickets costing $2,000 and requiring prior approval.

Nitrogen Fearless Investing Summit

Nitrogen’s Fearless Investing Summit is scheduled for Oct. 23 to 25 at the Grand Hyatt in Nashville, Tennessee. Nitrogen (formerly Riskalyze) expects over 1,000 attendees including executives, professionals, solo practitioners and home office leaders at the conference, which, according to the firm, “is the intersection of wealth technology, investing innovation, and cutting-edge financial strategies, curated exclusively for financial advisors.”

Dan Zitting, CEO, Nitrogen

The firm intentionally maintains the attendee-to-staff ratio at 10:1 and plans over 100 sessions this year covering firm growth, investment strategies, client experience, marketing, financial technology and compliance. Past speakers include Daymond John, an investor on the television show Shark Tank; FMG’s Chief Evangelist Samantha Russell; Ron Carson, Founder of Carson Group; and Carey Lohrenz, the first female F-14 Tomcat fighter pilot.

In addition to the 1,000 in-person attendees, Nitrogen expects over 1,500 online attendees, with over 88% from RIAs, 31% a firm executive or owner, 40% female and 75% Nitrogen customers. Over 15 hours of continuing education courses will be available for CFPs. Tickets cost $549 for advisors, $500 each in an advisory firm package, service providers at $789, general admission at $899 and firm staff holding specialist roles at $599.

Janeesa Hollingshead, Contributing Editor at Wealth Solutions Report, can be reached at editor@wealthsolutionsreport.com.

Total
0
Shares
Related Posts

Sign Up for Our Newsletters

Sign Up for Our Newsletters