Insider's Forum 2026

September 16-18, 2026 · Denver, CO

Insider's Forum is Bob Veres's annual conference for established advisory firm owners. It is deliberately small and deliberately advanced: the stated premise is that most conference content is pitched at people starting out, and that experienced practitioners deserve a room where the baseline assumptions can be skipped entirely.

Who attends

Owners and senior partners of established RIAs, most of them well past the startup phase and running teams. The attendee cap keeps the room conversational, and the peer-to-peer sessions are as much of the draw as the main stage.

What's on the agenda

• Advanced practice management for mature firms

• Pricing, profitability and the economics of the next stage of growth

• Succession, ownership transition and building enterprise value

• Technology strategy for firms that already have a full stack

• Where the profession is heading, from one of its most persistent observers

Why mature firms end up rebuilding their data layer

Established firms rarely have a technology gap — they have the opposite problem. Twenty years of accumulated systems, each added to solve a specific need, none of them designed to talk to the others. The cost shows up as an operations team whose real job is moving data between applications, and as a leadership team that cannot get a straight answer about firm-wide numbers without a week of preparation.

Milemarker is the data infrastructure layer for wealth management, unifying data across 130+ systems without requiring a firm to rip out the tools its people already know.

Talk to us about your firm's data layer