SER Latin@ Advisor Summit 2026

August 31 - September 1, 2026 · Denver, CO

The SER Latin@ Advisor Summit is part of the SER Summits series, built around the Latino financial advisor community and the households it serves. It brings together advisors, RIA leaders, asset managers and wealth technology decision-makers, with programming spanning practice management, technology adoption, regulatory developments and the operating model behind independent wealth firms.

Who attends

Latino financial advisors and firm principals across the RIA and independent broker-dealer channels, alongside asset managers, custodians and platform partners, and the operations and technology leaders evaluating their firm's infrastructure.

Why the operating model gets so much attention here

Advisors serving communities the industry has historically underserved are frequently building firms from scratch rather than inheriting a book, which puts the operating model front and center. The technology decisions made in the first few years determine how many households the firm can eventually serve, and they are difficult to unwind later.

Milemarker is the data infrastructure layer for wealth management. The platform unifies data across 130+ systems wealth firms use every day — custodians, CRMs, portfolio management, financial planning, billing, performance reporting and document management — on architecture that is vendor-agnostic and AI-ready.

Talk to us about your firm's data layer