20-22 October 2026 | Austin, Texas

Advise AI is Financial Planning’s flagship conference and the only wealth management event 100% focused on artificial intelligence and its practical uses. Taking place October 20–22, 2026 at the Hilton Austin in Austin, Texas, it brings together advisory firm leaders, technologists, and innovators to explore how AI and machine learning can be used to scale operations, deepen client engagement, and grow the business. Rather than hype, the program centres on real-world use cases, measurable outcomes, and lessons learned from firms already putting AI to work.

Across three days, attendees hear directly from the industry’s leading experts and innovators through keynotes, case studies, live technology demos, and panel discussions organized around four tracks: AI and Automation, AI and Advisor Evolution, AI and Marketing, and AI and Compliance. Whether you’re still experimenting with your first pilot or looking to embed AI into daily operations, Advise AI is designed to help you cut through the noise, evaluate the right tools, and move forward with confidence.

About the conference

100% focused on AI in wealth management: the only industry event dedicated entirely to how AI and machine learning are reshaping advice, operations, and firm growth.
Three days in Austin: October 20–22, 2026 at the Hilton Austin, combining a full content program with networking receptions, breakfast briefings, and an exhibition floor.
Learn from the industry’s top voices: keynotes and sessions featuring senior leaders from firms including LPL Financial, Raymond James, Merit Financial Advisors, Carson Group, and Carnegie Mellon University, alongside well-known names such as Michael Kitces and Samantha Russell.
Built around real implementation: case studies and demos show how firms have actually deployed AI, the results they’ve measured, and the challenges they’ve navigated.
Four focused tracks: AI and Automation, AI and Advisor Evolution, AI and Marketing, and AI and Compliance, so you can follow the themes most relevant to your role.

Use our discount code IAN350 to obtain the AdviserSoftware.com discounted ticket price of $350.

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Key Discussion Topics

The 2026 program tackles the questions firm leaders are actually asking about AI,from generating growth to governing risk. Discussion topics include:

Getting found by AI – how AI search engines like ChatGPT, Perplexity, and Gemini are becoming the new “front door” to advice, and how to stay visible as prospects change how they find and vet advisors.
Putting LLMs and AI agents to work safely – the difference between AI tools and AI agents, where they create value versus hidden risk, and how to build practical guardrails before AI outputs reach advisors, clients, or regulators.
Buy vs. build – evaluating, integrating, and scaling the right tools across CRM, planning, and portfolio management without creating redundant technology or operational silos.
From experimentation to implementation – how firms move beyond pilots to embed AI into daily workflows, driving advisor buy-in, training, and adoption.
Proving ROI – where firms are seeing real, measurable returns from AI and how that is shaping future investment decisions.
The human side of advice – how AI interacts with behavioral finance, client trust, and the value of human advisors, including its impact on hiring, training, and coaching.
AI and the future of fees and staffing – provocative debates on whether AI will compress or expand advisor value, and how it will reshape the firm of the future.
Compliance and governance – building the policies, fluency, and controls needed to scale AI adoption securely and in line with regulatory expectations.
Marketing and client growth – turning AI-driven prospecting signals into real relationships and optimizing your digital presence for AI-powered discovery.