This is a people business.
Events bring together colleagues, old and new, to celebrate milestones amidst an ever-evolving industry. Despite significant changes in the past 15 years, personal relationships remain vital. Success in this field is rooted in learning from colleagues, so I look forward to hearing from your and your peers.
Tony Sirianni
“Pound for pound one of the best industry conferences I have attended. Outstanding content and really liked that hearing top advisors share ideas!”
MARCH 5, 2024 | NYC
RIA Masterclass
Join AdvisorHub CEO Tony Sirianni — a former advisor and founder of two RIA firms — and partners and fellow advisors for a masterclass on creating and running a successful independent practice. Topics will include RIA Formation, Acquisition and Growth, Succession Planning and more.
April 17, 2024 | NYC
Women Advisors Summit
Join us for a full-day event hosted and moderated by female industry leaders. Top advisors and nominees from our Advisors to Watch ranking come together for networking and discussion. Topics include Practice Management, Investment Planning, Personal and Professional Growth and more.
September 17, 2024 | NYC
Founders Forum: The Billion Dollar Summit
Join AdvisorHub CEO Tony Sirianni and an intimate group of elite advisors with large practices. This half-day event features discussion groups and concludes with cocktails and dinner in the club’s private dining room. Topics will include Elite-Tier Practice Management, Becoming a CEO, Investment Strategy and more.
October 9, 2024 | NYC
The CEO Summit
Join us for a half-day event with wealth management CEOs and industry decision-makers for an off-the-record conversation hosted by AdvisorHub CEO Tony Sirianni. Discussion will be follow by cocktails and a chef-catered dinner and wine tasting in the club’s private dining room.
October 10, 2024 | NYC
The Advisors to Watch Summit
Join us for a half-day event with wealth management CEOs and industry decision-makers for an off-the-record conversation hosted by AdvisorHub CEO Tony Sirianni. Discussion will be follow by cocktails and a chef-catered dinner and wine tasting in the club’s private dining room.
Past Events
September 27, 2024 | NYC
Outpacing the Competition
An afternoon of discussion on the state of wealth management and markets in partnership with iShares, featuring Gargi Pal Chaudhuri, Lukas Smart, Andrew Ang from BlackRock and Mark Carver from MSCI.