FPA NexGen Gathering is one of the only events designed specifically for the next generation of financial planning. Join in for the opportunity to engage in thought-sharing conversational sessions, earn CE credit and feel empowered about the change that you and your peers can bring to the industry.

Renowned leaders, professionals and experts in financial services attend and participate in the Deals & Dealmakers Summit to experience in-depth conversations designed to educate and inform buyers, sellers and investors on the most strategic and current M&A topics within the wealth and investment management industries.

Future Proof Festival brings together thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups and the media for a transformative four-day festival.

At the FPA Annual Conference, connection, learning and community take center stage. Attendees will rub shoulders with the brightest minds, exchange ideas and discover the latest strategies to supercharge your success. It’s an experience like no other, and it’s tailor-made for YOU.

The DeVoe M&A+ Succession Summit is the leading event for RIAs contemplating M&A and transitions. Attendees will learn the fundamentals of transition planning and explore the latest trends in deal-making with the most experienced industry leaders.

Ted Motheral, Partner, Potomac Law Group, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the legal side of the transition process.  Topics of Discussion:  • Why to hire an M&A attorney instead of a family attorney.  • The importance of personal goodwill.  • What …

The stock market is off to a strong start in 2024, with the Dow Jones Industrial Average crossing 40,000 for the first time. The economic backdrop has helped too, thanks to a healthy employment picture. But even with those tailwinds, questions about the economy and the markets remain as we head into the second half …

Jacqueline Martinez, Managing Partner at Alaris Acquisitions, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the transition process that takes place after an M&A deal. 

Excell isn’t your typical conference – it’s a transformative journey where you’ll be immersed in a dynamic exploration of how creativity and innovation can help you transcend the ordinary. Excell is for growth-oriented advisors looking for premier practice management content that goes beyond traditional discussions, and who want to embrace creativity for transformative problem-solving. It’s …

Mastering the fundamentals can reignite business growth for financial advisors and combat “shiny object syndrome.” We’ll share the lessons learned during our inaugural Fundamental 50 Challenge, in which participants reignited their growth by focusing on fundamental business activities over a period of 50 days. The challenge was designed for practice management optimization through structured daily …