Blog Article

The RIA Industry’s Guide to 2022 Advisor Conferences

Dec 02, 2021

Read and find out which events made our list of conferences for RIA firm principals and Chief Compliance Officers to attend in 2022.

As we are quickly approaching a new year, registered investment advisers (RIA) can begin to add 2022 conferences to their calendars.

Some may look forward to the opportunity to network with industry professionals and connect in-person. This offers the chance to escape from the digital burnout during this extended period of social distancing and working from home. While others can take advantage of fully virtual conferences or hybrid options to stay on top of the latest industry trends and education topics. In this blog post, we list the top industry conferences for RIAs to attend in 2022. As the conference dates approach, we expect the attendance options to be updated per health and safety recommendations.

Given that we are a regulatory compliance software and services company, we can’t forget to highlight the industry’s top compliance-focused event. No other RIA compliance conference will provide the depth of learning and access to senior leadership from the Securities and Exchange Commission (“SEC”). This is an ideal event for your firm’s Chief Compliance Officer (“CCO”) to attend. The IAA Compliance Conference is scheduled for March 3 – 4, 2022 in Washington, DC. 

The spring 2022 T3 Advisor Conference is an ideal option for advisors looking for a true trade show experience with a tech-heavy focus. Tech vendors also use this event to connect and build integrations that benefit advisors. This event will be held May 2-5, 2022 in Dallas, Texas. In fact, RIA in a Box typically attends this conference each year. Stop by and say hello! 

This event presents the latest developments in financial advice from the industry’s top minds. Attendees have the opportunity to discover new perspectives on the market and ideas to put into practice. Over 100 organizations from asset management firms to financial technology companies serving wealth management firms are featured in the exhibit hall and ready to answer your questions. This years event will be held May 16-18, 2022 in Chicago, Illinois. 

Inside WealthStack, is now fully run by Informa’s Mark Bruno and caters to financial advisors looking to grow their practices. The Inside ETFs conference, hosted jointly with WealthStack on May 31-June 3, 2022 in Hollywood, FL will feature over 2,000 ETF industry influencers and attendees. Check out the newly offered RIA Edge event, included with a WealthStack ticket, for the latest information on the future of the RIA ecosystem. 

This is considered the event for accounting and finance professionals ready for the next step. Attendees can select from 300+ sessions, earn 41.5 credits over 4 days of learning, and take advantage of opportunities to network and grow their professional community. Unable to attend in person? AICPA ENGAGE also allows attendees to access the conference online. As with previous years, AICPA ENGAGE is being held in Las Vegas, Nevada June 6-9, 2022.

Riskalyze’s Fearless Investing Summit brings together investment professionals to connect through advances in financial advice and technology in this three-day event surrounded by Utah’s mountain scenery. The event takes place on October 19-21, 2022 in Salt Lake City, UT. Network with attendees from all over the country, listen in on keynotes from industry experts and sports legends alike, and explore tech tools that can help to expand your firm’s growth. 

This inaugural conference, co-sponsored by ComplySci’s family of firms – NRS, RIA in a Box, Illumis, and ITEGRIA, will be held Nov. 8-10, in Austin, Texas. Regulatory and compliance professionals, industry leaders and technology experts from across the U.S. will have the opportunity to discuss current trends, industry best practices and the impact of recent SEC and Financial Industry Regulatory Authority (FINRA) regulations. This conference will also feature the first-ever ComplyConnect awards program. 

Orion, a great partner of ours, has turned their annual Ascent conference into one that pulls a large audience of engaged users. This event offers user-education heavy courses and plenty of opportunities to connect with subject matter experts and leaders in the tech industry. Keep an eye out for a date and location announcement to register for this tech-centered event.

Although we’re still unsure if this conference will take place in-person or online this year, the Envestnet Advisor Summit is sure to pack engaging keynotes and tech tool demos to help you grow your business and build client relationships. There’s no news yet about dates and locations, but regardless, we hope the on-demand option for online, self-paced participation is here to stay. 

Schwab IMPACT will be even bigger and better now that TD Ameritrade is in the fold. While there’s no word yet on whether this event will be held in-person or online in 2022, Schwab has no limits when it comes to pulling top flight speakers.