Quad-A VISION Conference 2026

September 10-12, 2026 · Washington, DC

VISION is the annual conference of the Association of African American Financial Advisors, known across the industry as Quad-A. The organization exists to build and support Black professionals in financial services, and the conference combines technical education with the mentorship and firm relationships that determine whether people stay in the profession.

Who attends

Black financial advisors and planners across every channel, students and career-changers entering the profession, and the broker-dealers, asset managers and RIA platforms recruiting from and partnering with the community.

What's on the agenda

• Practice growth, client acquisition and business development

• Career pathways, sponsorship and firm ownership

• Technical planning and investment education

• Serving communities the profession has historically underserved

Why infrastructure decisions matter most to newer firms

Advisors building a practice from scratch make their technology choices early and live with them for a decade. The stack assembled in the first three years is rarely revisited until the manual work becomes unbearable — which is why the firms that scale most cleanly are the ones that treated the data layer as a foundational decision rather than something to fix later.

Milemarker is the data infrastructure layer for wealth management, connecting 130+ systems so client data lives in one place.

Talk to us about your firm's data layer