Investments & Wealth Institute Annual Conference Experience
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About this event
Investments & Wealth Institute Annual Conference Experience (Experience 2026)
Experience: The Premier Wealth Management Conference is a two-day, education-and-connection focused gathering for wealth management professionals and advanced practitioners. The event is designed for members of the Investments & Wealth Institute, while remaining open to others in the wealth management community.
The 2026 edition is scheduled for November 16–17, 2026 and will take place at the Grand Hyatt Scottsdale Resort, located at 7500 E Doubletree Ranch Road, Scottsdale, AZ 85258, in Scottsdale, Arizona, United States.
What the conference is built for
The conference experience emphasizes focused learning, meaningful connections, and practical implementation. It is positioned as an intimate, high-impact event rather than a large, crowded tradeshow. Attendees participate in expert-led education sessions and curated networking opportunities, with interactive formats intended to help professionals apply lessons quickly.
Who it is created for
Experience is created for wealth management professionals—especially those holding or working toward CIMA®, CPWA®, and RMA® credentials. The content is structured around the real priorities of advisory practices, including client-focused planning and business management.
Core education themes
The conference features expert-led sessions and learning tracks focused on:
- Strategic portfolio construction
- Wealth optimization
- Retirement planning
- Practice management
- Industry disruptors
How attendees engage
Beyond traditional presentations, the event includes interactive sessions and case studies built around real-world client scenarios. This structure supports immediate takeaways that attendees can implement in their own practices.
Networking and relationship-building
The conference includes relationship-building opportunities designed to be curated and high value. Rather than broad, low-context networking, the event is described as offering meaningful connections through a more selective, conference-style engagement format.
Professional tone and thought leadership
The conference highlights industry thought leaders and experienced advisors, including past featured speakers such as: Todd Buchholz, Dorie Clark, Brian Levitt, Daniel Pink, and Carl Richards. This mix reflects both financial-services expertise and broader perspectives on leadership, strategy, and decision-making.
Destination choice
The event is presented with a destination-based scheduling option, stating that attendees can choose the destination that fits their style and schedule (Fort Lauderdale or Scottsdale). For the 2026 event details provided here, the Scottsdale location and venue are confirmed.
Sponsorship positioning
Sponsorship opportunities are presented as limited in number, emphasizing direct access to advanced wealth management professionals and decision-makers actively seeking solutions. The event is characterized as having meaningful engagement and not being a crowded tradeshow.
Data sheet
Investments & Wealth Institute Annual Conference Experience – Event Attendee & Buyer Profile Analysis
Event Date: November 16–17, 2026
Location: Scottsdale, Arizona, United States
Event Status: Upcoming
Research Date: July 1, 2026
Event Overview
| Event Name | Investments & Wealth Institute Annual Conference Experience |
| Event Date | November 16–17, 2026 |
| Event Status | Upcoming |
| Venue | Grand Hyatt Scottsdale Resort, 7500 E Doubletree Ranch Road |
| City | Scottsdale |
| State / Region | Arizona |
| Country | United States |
| Organizer | Investments & Wealth Institute |
| Official Event Website | investmentsandwealth.org/financial-advisor-conferences-events/experience/2025 |
| Event Type | Association conference / professional education / networking event |
| Primary Category | Banking & Finance |
| Secondary Applicable Categories | Business Services; Education & Training |
| Audience Reach | National, with some likely regional and limited international participation through the association’s professional network |
| Estimated Attendance / Expected Footfall | Attendance figure not publicly confirmed by the organizer. |
| Attendance Data Reliability | High for date, venue, city, and audience description; low for attendance volume because the organizer did not publish a count in the supplied official copy. |
| Main Purpose of Event | Advanced learning, peer networking, and professional development for wealth management advisors and related practitioners, with sponsorship opportunities for solution providers. |
About the Event
Experience is the Investments & Wealth Institute’s flagship conference format for wealth management professionals. The 2026 Scottsdale edition is positioned as a two-day educational and networking meeting built around focused learning, meaningful connections, and practical application for advisors working in advanced planning and portfolio strategy.
The event matters because it sits at the intersection of professional education, practice growth, and solution discovery for a highly specialized financial services audience. The supplied official content emphasizes sessions for CIMA®, CPWA®, and RMA® professionals, interactive case studies, and curated networking, which makes it relevant for vendors serving advisors, firms, and wealth-management organizations seeking technology, practice management, portfolio, retirement, and client-service solutions.
1. Who Attends: Buyers / Attendees
| Buyer / Attendee Segment | Typical Organizations | Buying Role or Influence | Relevance to Exhibitors / Suppliers |
|---|---|---|---|
| Wealth advisors / financial advisors | Independent RIA firms, advisory practices, wealth management firms | Primary users of planning, portfolio, and practice-management tools | High-value audience for fintech, planning, and service vendors |
| Practice owners / managing partners | RIA firms, advisory teams, multi-advisor practices | Decision-makers for software, outsourcing, and growth solutions | Strong fit for vendors selling operational efficiency and client acquisition tools |
| Portfolio / investment strategists | Wealth management firms, asset management groups | Influence on portfolio construction, research, and platform selection | Relevant for data, analytics, model management, and investment research providers |
| Retirement planning specialists | Advisory firms, retirement-focused practices | Buying influence for planning software and retirement income solutions | Relevant for platforms supporting retirement modeling and client education |
| Chief compliance / operations leaders | Registered investment adviser firms, broker-dealer affiliated advisory teams | Approve vendor onboarding, workflow, and risk tools | Important for compliance, workflow automation, archiving, and security vendors |
| Technology / digital transformation leaders | Wealthtech-enabled advisory firms, enterprise wealth platforms | Evaluate CRM, planning, reporting, cybersecurity, and data tools | High relevance for software, SaaS, integration, and cybersecurity suppliers |
| Business development / growth leaders | Wealth management firms, advisor networks, broker channels | Influence on lead generation, referral, marketing, and partnerships | Relevant for marketing, client acquisition, and referral ecosystem vendors |
| Association leaders / thought leaders | Professional associations, credentialing bodies, educator networks | Shape education, sponsorship, and member engagement priorities | Good audience for sponsorship, content partnerships, and publishing services |
| Product and solution sponsors | Financial services technology, advisory support, and service vendors | Purchasing and partnership decision-makers for sponsor programs | Primary commercial audience for sponsorship and event marketing offers |
2. Event Location and Attendee Geographic Origin
| Geographic Area | Likely Attendee Origin | Buyer Concentration | Notes |
|---|---|---|---|
| Scottsdale / Phoenix metro | Local attendees, nearby firms, regional advisors | Medium | Host city is a convenient draw for Arizona-based wealth professionals |
| Arizona | Statewide advisory firms, wealth managers, branch leaders | Medium | Likely strong in-state attendance due to venue location |
| Neighboring business hubs | California, Nevada, Colorado, Texas, Utah | High | Major wealth-management and advisory corridors with frequent conference travel |
| United States national reach | Members and non-members from across the country | High | The association’s footprint and certification base support national attendance |
| International reach | Limited international advisors, sponsors, and speakers | Low to Medium | Possible but not dominant; no official international attendance figure confirmed |
3. Audience Reach
| Reach Level | Assessment | Explanation |
|---|---|---|
| National | Primary classification | The event is marketed to wealth management professionals broadly, with a nationwide association audience and travel-friendly conference format. |
| Regional | Secondary reach descriptor | Arizona and Southwest firms are likely to be overrepresented due to Scottsdale hosting. |
4. Sample Buyer Companies and Websites
| Buyer Company / Organization | Buyer Type | Why It Is Relevant | Website | Best Job Titles to Target | Evidence Level |
|---|---|---|---|---|---|
| Investments & Wealth Institute | Organizer / association buyer | Event owner; potential sponsor and education-partnership decision-maker | investmentsandwealth.org | Sponsorship Director, Events Director, Partnerships Director | Confirmed Government / Procurement Organization |
| Invesco | Asset manager | Relevant sponsor/prospect due to wealth management advisor audience | invesco.com | Market Strategist, Advisor Relations, Head of Distribution | Confirmed Speaker Organization |
| RIA / independent advisory firms | Buyer organization type | Core attendee profile for planning, CRM, compliance, and growth solutions | varies | CEO, Managing Partner, COO, Chief Compliance Officer | Strong Market Fit, Attendance Not Confirmed |
| Wealth management firms | Buyer organization type | Likely attendees interested in advisor productivity and client experience tools | varies | Chief Investment Officer, Director of Wealth Planning, Operations Director | Strong Market Fit, Attendance Not Confirmed |
| Broker-dealer affiliated advisory teams | Buyer organization type | Relevant for compliance, planning, and practice management technology | varies | National Sales Director, Branch Manager, Compliance Officer | Strong Market Fit, Attendance Not Confirmed |
| Retirement-focused advisory practices | Buyer organization type | Matches the conference’s retirement planning and client scenario themes | varies | Retirement Planning Lead, Financial Planner, Practice Owner | Strong Market Fit, Attendance Not Confirmed |
| Financial planning software vendors | Solution-provider prospect | Likely sponsor/exhibitor prospects serving advisor workflows | varies | VP Partnerships, Demand Generation, Channel Sales | Strong Market Fit, Attendance Not Confirmed |
| Custodians and broker/custody platforms | Infrastructure / services buyer | Important partner category for advisor firms and event sponsors | varies | Strategic Partnerships, Business Development, Advisor Solutions | Strong Market Fit, Attendance Not Confirmed |
| Compliance and archiving providers | Solution-provider prospect | Addresses regulatory, supervision, and recordkeeping concerns | varies | Sales Director, Solutions Consultant, Product Marketing Manager | Strong Market Fit, Attendance Not Confirmed |
| Cybersecurity providers | Solution-provider prospect | Financial advisory firms have strong data-security needs | varies | CISO, Security Sales, Partner Manager | Strong Market Fit, Attendance Not Confirmed |
| CRM and marketing automation vendors | Solution-provider prospect | Supports advisor lead generation, client nurture, and practice growth | varies | VP Sales, Demand Gen, Customer Success | Strong Market Fit, Attendance Not Confirmed |
| Portfolio analytics providers | Solution-provider prospect | Matches strategic portfolio construction and reporting sessions | varies | Head of Product, Sales Engineer, Partnerships Lead | Strong Market Fit, Attendance Not Confirmed |
| Retirement planning software providers | Solution-provider prospect | Direct alignment with retirement planning track themes | varies | Product Marketing, Business Development, Account Executive | Strong Market Fit, Attendance Not Confirmed |
| Industry publishers / media | Media / content buyer | Covers advisor trends, education, and sponsor visibility | varies | Editor, Publisher, Audience Development | Strong Market Fit, Attendance Not Confirmed |
5. Job Profiles, Industries and Event Type
| Priority | Job Title / Function | Department | Seniority Level | Why This Role Matters |
|---|---|---|---|---|
| 1 | Chief Executive Officer / Managing Partner | Executive | C-Level | Approves major platform, service, and sponsorship investments. |
| 2 | Chief Investment Officer | Investment Management | C-Level / EVP | Influences portfolio tools, research, and investment process vendors. |
| 3 | Chief Compliance Officer | Compliance / Legal | C-Level | Critical for regulatory, archiving, supervision, and risk solutions. |
| 4 | Director of Wealth Planning | Financial Planning | Director | A key user of retirement, tax, and scenario-planning tools. |
| 5 | Director of Operations / COO | Operations | Director / C-Level | Evaluates workflow automation, CRM, reporting, and vendor implementations. |
| 6 | Technology Director / CIO | IT / Digital | Director / C-Level | Owns core systems, security, integrations, and technology selection. |
| 7 | Practice Owner / Principal | Advisory Practice | Owner | Decision-maker for service subscriptions, outsourcing, and growth solutions. |
| 8 | Strategic Sourcing / Vendor Management Lead | Operations / Procurement | Manager / Director | Selects and manages technology and service providers. |
| 9 | Business Development Director | Sales / Growth | Director | Interested in partnerships, referrals, and advisor acquisition tools. |
| 10 | Partnerships Director | Strategic Partnerships | Director / VP | Targets sponsor and channel partnership opportunities. |
| Priority | Apollo Industry | Why It Fits the Event | Best Buyer Use Case |
|---|---|---|---|
| 1 | Financial Services | Core industry for wealth management professionals and related sponsors | Advisor platforms, planning tools, services, and partnership outreach |
| 2 | Investment Management | Relevant to portfolio construction, research, and market strategy sessions | Analytics, research distribution, model management, advisor education |
| 3 | Banking | Wealth, custody, and advisory distribution buyers often sit in banking organizations | Platform and relationship-management outreach |
| 4 | Investment Banking | Relevant for executive finance, wealth transition, and private client services | High-net-worth advisory and thought leadership sponsorships |
| 5 | Information Technology & Services | Advisory firms need CRM, workflow, integration, and reporting systems | Wealthtech, SaaS, integrations, and managed services |
| 6 | Computer Software | Direct fit for advisor tech, planning, CRM, and client portal vendors | Software demos, ABM campaigns, and sponsorship leads |
| 7 | Management Consulting | Advisory consultants and practice consultants often attend for client insights | Partnerships, referrals, and education content |
| 8 | Marketing & Advertising | Growth, lead-gen, and client-engagement solutions are relevant | Demand generation, content marketing, and advisor acquisition tools |
| 9 | Insurance | Retirement, protection planning, and financial advice overlap with insurance buyers | Cross-sell partnerships and planning solutions |
| 10 | Executive Office | Useful for owner-led practices and firm leadership targets | C-suite outreach and sponsorship decision-makers |
| 11 | Information Services | Data, research, and content-oriented offerings align well | Market intelligence and advisor content products |
| 12 | Events Services | Relevant for sponsorship, event tech, and experiential vendors | Event sponsorship and attendee engagement tools |
6. Estimated Attendance
| Metric | Figure | Status | Source / Basis | Notes |
|---|---|---|---|---|
| Estimated total footfall | Not publicly confirmed | Confirmed unavailable | Official event copy supplied by organizer | No official attendance number was published in the provided text. |
| Exhibitor / partner count | Limited sponsorships; exact count not public | Confirmed partial | Official page references sponsorship opportunities | Positioned as an intimate, high-engagement conference rather than a crowded expo. |
| Buyer count | Not publicly confirmed | Not confirmed | No attendee roster provided in source text | Use event for quality-led account targeting rather than list-size assumptions. |
| Speaker count | Not publicly confirmed in supplied copy | Not confirmed | Only past featured speakers were shown | Speaker roster may be posted later on the official agenda page. |
| Historical attendance | Not provided in supplied source | Unavailable | Organizer website text | Attendance figure not publicly confirmed by the organizer. |
7. Key Focus Areas and Buyer Engagement
| Focus Area | Typical Buyer Need | Buyer Engagement Opportunity | Relevant Supplier Offering |
|---|---|---|---|
| Wealth management education | Skill-building, certification support, and technical learning | Sponsorships, thought leadership, educational content | Training, publishing, CE programs, expert speakers |
| Portfolio construction | Model design, risk balancing, and research support | Demo sessions and advisor roundtables | Research tools, analytics, portfolio software |
| Retirement planning | Client-ready planning, modeling, and income analysis | Sessions on practical retirement application and case studies | Retirement planning software, calculators, education content |
| Practice management | Operational efficiency, client service, and growth systems | High-intent conversations with practice leaders | CRM, workflow automation, marketing, outsourcing |
| Industry disruptors | Understand change in advice delivery and client expectations | Panel and keynote sponsorship with forward-looking positioning | Innovation, AI, workflow, client engagement tools |
| Client experience | Improved digital touchpoints and personalized service | Solution demos and customer journey conversations | Client portal, communications, survey tools |
| Compliance and risk | Supervision, recordkeeping, and regulatory processes | High-value meetings with operations and compliance leaders | Compliance software, archiving, workflow controls |
Lead Quality Assessment
| Factor | Assessment | Explanation |
|---|---|---|
| Buyer relevance | Very High | Audience is explicitly wealth management professionals, a strong B2B buyer segment. |
| Decision-maker availability | High | Likely to include practice owners, senior advisors, and leaders with vendor influence. |
| Data collection potential | Medium | Official attendee list not supplied in the provided copy; sponsor and speaker data are more accessible. |
| Apollo targeting potential | Very High | Clear industry, title, and geography filters are available for financial services and advisory firms. |
| Geographic targeting potential | High | Scottsdale location supports targeting Arizona, Southwest, and national wealth hubs. |
| Best outreach approach | Account-based outreach + sponsorship prospecting | Use buyer titles, firm type, and conference themes to segment communications. |
| Overall lead quality | Very High | High-intent professional audience with clear solution-fit opportunities. |
| Best use case | Lead generation, attendee list building, sponsor prospecting | Strong for wealthtech, advisory services, compliance, and education vendors. |
| Limitations / risks | No public attendee roster or attendance count confirmed in supplied copy | Prospecting should rely on role fit, sponsorship lists, and event themes rather than assumed footfall. |
Apollo.io Targeting Recommendation
| Filter Type | Recommended Filters | Purpose |
|---|---|---|
| Apollo industries | Financial Services; Investment Management; Banking; Information Technology & Services; Computer Software; Management Consulting; Insurance; Information Services; Executive Office; Events Services | Focus on direct attendee fit and sponsor-target companies. |
| Departments | Executive; Operations; Finance; Compliance; IT; Partnerships; Sales; Marketing; Business Development | Reach decision-makers and influencers in advisory firms and vendor organizations. |
| Seniority | Owner; Partner; C-Level; VP; Director; Head of | Prioritize approvers and senior influencers. |
| Job titles | CEO, Managing Partner, CIO, COO, CCO, Director of Wealth Planning, Practice Owner, VP Partnerships, Business Development Director, Technology Director, Compliance Officer | Align outreach to buyers most likely to attend or sponsor. |
| Geography | United States; Arizona; Southwest US; major wealth hubs including California, Texas, Florida, New York | Capture both local attendees and national advisor travel patterns. |
| Employee size | 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000 | Covers independent RIAs through larger wealth platforms and solution providers. |
| Keywords | wealth management, financial advisor, CIMA, CPWA, RMA, retirement planning, portfolio construction, practice management, advisor solutions, client experience, compliance | Refine to conference-aligned intent and product relevance. |
| Company type | Privately held; public companies where relevant; association/nonprofit for organizer and partners | Segment sponsor targets from attendee prospects. |
| Technologies | CRM, marketing automation, financial planning software, portfolio reporting, compliance archiving, cybersecurity, client portal | Useful for tech vendors selling into wealth-management firms. |
Suggested Apollo Search Logic: (industry: “Financial Services” OR “Investment Management” OR “Banking”) AND (title contains “Chief” OR “Director” OR “VP” OR “Partner” OR “Owner”) AND (keywords contain “wealth management” OR “advisor solutions” OR “retirement planning” OR “practice management” OR “compliance”) AND geography in United States, with priority on Arizona and Southwest accounts.
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Sources & Verification Notes
| Source | Type | What It Verified | Reliability |
|---|---|---|---|
| Investments & Wealth Institute – Experience 2026 event page | Official organizer page | Event dates, Scottsdale location, venue, audience description, speaker references, sponsorship language | Very High |
| Investments & Wealth Institute home page | Official organizer website | Organizer identity, conference/event positioning, certification and audience context | Very High |
| Supplied official page text excerpt | Primary source transcription | Verified “Two days,” Scottsdale venue address, learning focus, and sponsor positioning | High |
| Experience event page sections: Why Attend, Speakers, Sponsorship | Official organizer event copy | Audience profile, learning topics, sponsor relevance, prior featured speakers | Very High |
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