Advise AI 2026

October 20-22, 2026 · Hilton Austin, Austin, TX

Advise AI is Financial Planning's flagship conference and the only wealth management event built entirely around artificial intelligence. Where other conferences give AI a track, this one gives it the whole agenda — which makes it the clearest read available on what firms are actually deploying versus what they are still talking about.

Who attends Advise AI

CTOs, chief digital officers, heads of operations and innovation leads from RIAs, broker-dealers and enterprise wealth firms, alongside the AI vendors, platform providers and model developers selling into them. The audience skews technical for a wealth conference, and the questions from the floor tend to reflect that.

What's on the agenda

• Practical AI deployments in advisory firms — what shipped and what stalled

• Meeting notes, client communication and workflow automation

• Compliance, supervision and model risk for AI in a regulated business

• Build versus buy, and the emerging agent and MCP tooling landscape

• Data readiness as the precondition for everything above

Why AI projects in wealth management succeed or fail on data

The uncomfortable pattern across the industry is that the model is rarely the problem. Firms discover mid-project that client records disagree between the CRM and the custodian, that performance figures live in a reporting tool nothing else can query, and that the documents an assistant would need to read are scattered across three systems and a shared drive. An AI initiative built on that foundation produces confident, wrong answers. The firms getting real results unified their data first.

Milemarker is the data infrastructure layer for wealth management, connecting 130+ systems into a single AI-ready foundation.

Talk to us about AI readiness