April 29 - May 1, 2026 | Boston

Empowering what's next in wealth management, NXT brings together Financial Professionals across generations to foster a vibrant community committed to innovation and sustained success in wealth management. From growth strategies and succession planning to innovative technology and advanced financial solutions, this event is a hub for forward-thinking ideas and actionable insights.

February 9 - 11 | Nashville

Osaic's W Forum brought together women leaders and partner advisors who are shaping the future of the financial services industry. Purposefully crafted to empower Osaic's community of female financial professionals at every stage of business, W Forum advocates for the advancement of women and women-centric issues within wealth management.

Affiliated Advisors was honored to participate. Managing Partner Trisha Qualy delivered a "60 Seconds to Success" talk, sharing actionable insights with fellow attendees. It was a powerful reminder of the community we've built together and the collective strength that comes from showing up for one another.

March 9 - 12 | New Orleans

The T3 Technology Conference brought together independent and hybrid financial advisors alongside financial services executives for an immersive look at the advisor technology landscape. The conference offered attendees the opportunity to explore the latest innovations shaping the future of wealth management.

Affiliated Advisors was proud to be on the ground. Managing Partner Rita Robbins joined the panel "AI, Automation and Adoption" alongside Suzanne Siracuse, CEO of Suzanne Siracuse Consulting; Chrissy Lee, COO of Merit Financial Advisors; and Christy Hansard, Financial Advisor at finoBlue Planning Group. The discussion explored how technology is powering successful advisory practices and driving growth through mergers and acquisitions.

December 4; December 10-11, 2025

Our regional CONVENE events brought advisors together in two distinctive settings. On December 4, we convened at the Ladenburg Thalmann office in New York City for valuable insights and collaboration, culminating in dinner at Empellon. On December 10-11, advisors gathered at The Geneva Inn in Lake Geneva, Wisconsin, for an enriching experience that featured a welcome dinner and morning programming.

Both events combined professional development with exceptional networking: Lake Geneva sponsored in partnership with Clark Capital Management Group and Meeder, and New York City sponsored in partnership with FP Alpha.

October 28-29, 2025

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.

At the conference, Managing Partner Trisha Qualy led the presentation "AI as Your Creative Partner: Crafting Compelling, Authentic Content That Converts."

October 21, 2025

Affiliated Advisors sponsored the 2025 InvestmentNews Women Advisor Summit in New York, with strong attendance from advisors across our network. Participants gathered for dinner the evening before the Summit to connect and discuss industry trends, followed by active engagement throughout the conference sessions. The event aligned with our core value of Curiosity, which emphasizes continuous learning and collaboration beyond daily practice management. Thank you to all who attended and contributed to the discussions and networking opportunities at this year's Summit.

October 21-22, 2025

We were thrilled to sponsor this year's Financial Planning Association of Minnesota ASCEND conference in Saint Paul! We've been longtime supporters and attendees of MN FPA, and we're proud to continue supporting their mission of advancing financial planning excellence.

September 14-17, 2025

ConnectED stands as the pinnacle national conference, a convergence point where Osaic’s synergy radiates. This gathering unites financial professionals and office staff, enterprises, institutional partners, home office leaders, employees, and sponsors for an exhilarating three-day event, fostering invaluable networking, immersive learning, and unforgettable experiences from start to finish.

September 5, 2025

The Wealth Management Industry Awards for Advisor Support Platforms honors a new initiative, product, program, platform or enhancement to an existing platform/product that provides independent RIAs and or broker/dealer representatives with a full suite of resources designed to provide scale, convenience and cost-savings to run better businesses. Initiatives includes areas such as new technology applications, practice management programs and marketing tools.  The financial professional applied for the recognition.  1,209 people were considered for this honor and nearly 300 companies were named finalists.  Firms do not pay a fee to be nominated or selected for this award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. 

June 25-26, 2025

Members of our advisor community joined us for our elevated flagship conference, reimagined to reflect our community's momentum. ADVANCE embodied our commitment to forward-thinking leadership and practice excellence, bringing together industry leaders for an immersive two-day experience at the stunning Omni Viking Lakes resort!

May 20-22, 2025

EMPOWERING WHAT'S NEXT in wealth management: NXT brings together Financial Professionals across generations to foster a vibrant community committed to innovation and sustained success in wealth management. From growth strategies and succession planning to innovative technology and advanced financial solutions, this event is a hub for forward-thinking ideas and actionable insights.