FPA Gather 2026

August 18-20, 2026 · Dallas, TX

Gather is the Financial Planning Association's event for the people who run planning firms rather than the people who deliver the plans. Where FPA's national conference is weighted toward technical education and CE, Gather is about leadership, ownership and the business of an advisory practice.

Who attends

Firm owners, managing partners and senior leaders from FPA member firms, alongside the consultants and platform partners who work with them.

What was on the agenda

• Firm leadership, culture and team development

• Ownership, equity and succession planning

• Growth strategy and business model design

• Operations and the technology decisions behind them

Why leadership agendas end at the operating model

Conversations about growth and succession consistently arrive at the same place: what the firm is actually worth and how much of its value depends on individual people rather than repeatable process. A practice where client information lives in six systems and one long-serving employee's head is harder to hand over, harder to value and harder to scale.

Milemarker is the data infrastructure layer for wealth management, unifying data across 130+ systems on architecture that is vendor-agnostic and AI-ready.

Talk to us about your firm's data layer