Wealth management professionals can choose from a long list of conferences. Few, however, have the time or budget to attend every useful event.
WSR’s Guide To Industry Conferences series helps you choose which conferences to attend by providing you with the dates, locations, prices, speakers, sponsors, continuing education opportunities and other distinguishing features. Other installments in this series cover wealthtech; custodians; insurance; compliance, governance and regulatory matters; and M&A conferences.
This asset management installment covers the MMI Annual Conference, Investments & Wealth Experience and Morningstar Investment Conference. The three events approach investment management from different perspectives, ranging from industrywide product and distribution trends to advanced advisor education and portfolio construction.
MMI Annual Conference
The Money Management Institute (MMI) will hold its 2026 MMI Annual Conference from Oct. 7 to 9 at The Westin Boston Seaport District in Boston. The event is expected to draw more than 600 senior leaders.
Its program will address forces reshaping the advisory business, including technology, client expectations, platform economics, regulation and talent. MMI says the event will combine keynote presentations, specialized tracks, collaborative discussions and networking. Patty Quinn McAuley, SVP and Head of Marketing at Clark Capital Management Group, and Kyle Thompson, SVP and Strategic Relationships Manager at Voya Investment Management, are serving as conference co-chairs.
Last year, retired four-star U.S. Army General Stanley McChrystal, a former commander of U.S. and NATO forces in Afghanistan, delivered a keynote on organizational adaptability. Other sessions examined wealth platform evolution, AI-assisted distribution, model portfolios, advisor-managed accounts, ETFs and private markets. Tracks addressed product development, retirement and tax management, distribution and wealth management platforms.
An opening reception took place at Washington’s International Spy Museum. Last year’s event was approved for 10 hours of continuing education credit for the CIMA, CPWA, CIMC and RMA certifications. The 2026 program has been submitted for credit for the same designations.
Registration through Sept. 12 costs $2,545 for members and $3,245 for nonmembers. Volume-discount rates for qualifying firms with at least two paid registrants are $2,290.50 for members and $2,920.50 for nonmembers through Sept. 12, rising to $2,380.50 and $3,010.50, respectively, from Sept. 13 through the conference. From Sept. 13 through the conference, the standard prices rise to $2,645 for members and $3,345 for nonmembers. Current sponsors include BNY, InvestCloud, Cerulli, Envestnet and Broadridge.
Investments & Wealth Experience
The Investments & Wealth Institute (IWI) will host its Investments & Wealth Experience Nov. 16 and 17 at the Grand Hyatt Scottsdale Resort in Scottsdale, Arizona.
The conference is designed for CIMA, CPWA and RMA professionals, although nonmembers may attend. Organizers expect more than 400 wealth and investment managers with average assets under management (AUM) of $601 million. The program includes more than 40 speakers and 30 or more educational sessions divided among three tracks: Investment Excellence, Wealth Mastery and Retirement Security.
Sessions will address private market allocations, infrastructure investing, long-term care, retirement spending, year-end tax planning, philanthropy and impact investing. Jeff Bush, Principal of The Washington Update, will examine politics, legislation, tax policy and retirement rules. Author and tech industry expert Emily Chang will discuss emerging technology, while Carl Richards, Creator of the “Sketch Guy” column at The New York Times, will use his visual approach to examine behavioral biases and client conversations about money.
Registration costs $1,295 through Oct. 13 and rises to $1,495 afterward. Early registration costs $971.25 for IWI’s Signature members and $777 for Elite members. Nonmember registration is $1,790 through Oct. 13 and includes a two-year basic membership. Members registering teams of at least two can obtain a $995 rate for each participant after the first.
Attendees may earn up to 20 continuing education credits, including as many as three ethics credits and at least one tax and regulations credit. Networking features include scheduled one-on-one or small-group “Braindates,” facilitated lunches, an opening reception, an early-morning run and a glow-ball golf challenge benefiting scholarships for certification candidates.
Sponsors include Invesco, MacQuarie, Capital Group American Funds, Charles Schwab, DoubleLine, PIMCO and iCapital.
Morningstar Investment Conference
Morningstar has scheduled its next Morningstar Investment Conference for June 16 and 17, 2027. The 2026 conference was held June 17 and 18 at Navy Pier in Chicago.
More than 2,000 people attended the 2026 conference, according to Stephanie Lerdall, Head of Global Communications at Morningstar. The program featured more than 50 speakers and multiple keynote, breakout, sponsored and networking sessions covering private and public markets, portfolio construction, active management, retirement planning, AI, fixed income and investor behavior.
Morningstar CEO Kunal Kapoor joined Blackstone President and Chief Operating Officer Jon Gray for a discussion of the convergence of public and private markets. Fidelity Contrafund Portfolio Manager Will Danoff examined active management and his investment process, while Dimensional Fund Advisors Founder and Chairman David Booth reflected on five decades of market change.
Other speakers included Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar; Dana Anspach, Founder and CEO of Sensible Money; Michael Finke, Professor and Frank M. Engle Chair of Economic Security at The American College of Financial Services; and geopolitical commentator Walter Russell Mead.
Advisor admission in 2026 cost $399 through May 6 and $499 thereafter. General admission cost $999 through May 6 and $1,199 afterward.
Sponsors included Capital Group, Vanguard, Blackstone, Blue Owl, Hamilton Lane, Invesco, BlackRock, Dimensional Fund Advisors, Franklin Templeton, Nuveen and PIMCO.
Attendees could earn up to eight continuing education credits through eligible sessions. Morningstar said the credits qualified for CFP Board continuing education and NASBA continuing professional education requirements.
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
