NAIFA's Members Blog

18 min read

Ready to Elevate Your Practice? Join NAIFA at Wealth Management EDGE!

By Justi Folladori on May 26, 2026 9:44:39 AM

Join your peers at Wealth Management EDGE, June 9-11 at the Boca Raton Resort, the industry's premier event for growth-focused advisors.

Boost Your Knowledge, Your Network and Your Business

By Justi Folladori on May 11, 2026 9:35:14 AM

The EDGE you need is right in front of you.

At Wealth Management EDGE, taking place on June 9�11 at the iconic Boca Raton Resort, the possibilities for connection are endless. Each year, thousands of meetings spark ideas, opportunities and partnerships that shape the future of wealth management.

Experience next-level networking designed to help you gain a competitive EDGE; 1:1 meetings, roundtables, tech tours, receptions and much more.

Every moment at EDGE is an opportunity to connect, learn and grow with the entire wealth management ecosystem.

Save 20% with code NAIFA2026 at checkout.

REGISTER TODAY

SEE WHO ATTENDS

Complimentary passes are available for advisors and leaders of advisory firms.

Registrations can be made online, by calling +1-888-670-8200 or by emailing register@informaconnect.com.

Find the perfect networking experience for you

EDGE Meetings

1 to 1 meetings with like-minded professionals of your choosing

EDGE Roundtables

A unique forum for engaging conversations and problem-solving, carefully curated to address a specific topic or challenge

Tech Tours

Guided expo hall tours that enable you to explore the latest innovative tech solutions

Advisor2Advisor Matchmaking

A dynamic meeting experience for advisors to connect with one another

*Exclusively for advisors and advisory firm decision makers

Receptions

Catch up with people you've met that day, carry on conversations, unwind and get ready for your evening plans!

Event App, ConnectMe

The event app, ConnectMe launches one month before the event, allowing you to login, create your profile, see who'll be joining you in Florida and start planning your onsite experience

Networking opportunities

Big Names. Big Ideas. Join Us at the Life Insurance Summit.

By Justi Folladori on Apr 22, 2026 1:55:57 PM

We want to personally invite you to the Life Insurance Summit, which NAIFA is speaking and exhibiting at, hosted June 15-17 by BetterWealth in Nashville, TN.

Let’s Build Momentum: Two Ways to Get Involved Ahead of Congressional Conference

By NAIFA on Apr 22, 2026 11:14:18 AM

NAIFA’s Congressional Conference is just around the corner, and we look forward to seeing so many of you in Washington, D.C.! As we get closer, there are two ways you can get involved right now: use the new Social Media Toolkit and check out the July 4 sweepstakes.

1 min read

The State of NAIFA Webinar Is April 15

By NAIFA on Apr 10, 2026 1:54:55 PM

All NAIFA members should attend the Q2 State of NAIFA webinar on April 15 at 12 noon eastern. NAIFA President Christopher Gandy will provide an update on the NAIFA Experience and what we are doing to ensure members stay engaged and convince those who have not yet joined that NAIFA is an experience they cannot afford to miss. CEO Kevin Mayeux will brief attendees on our execution of the NAIFA 2030 Strategic Plan and Senior Vice President Diane Boyle will provide a policy briefing focused on developments in Washington, D.C., and state capitals around the country.

Nominations Open: Celebrate NAIFA’s Best

By NAIFA on Apr 8, 2026 10:43:48 AM

Great advisors don’t just meet expectations: They set the standard.

2 min read

Terry Headley Award Nominations – Deadline March 31

By NAIFA on Mar 27, 2026 10:53:45 AM

Nominations for the Terry Headley Lifetime Defender Award are due in just 5 days!

2 min read

Are You Talking to Clients About Trump Accounts?

By NAIFA on Mar 26, 2026 1:07:01 PM

NAIFA supports public policy that that promotes financial literacy, encourages Americans to prepare for their financial futures, and offers families opportunities to achieve financial security. President Christopher Gandy has spoken and written about the opportunities afforded by 530A accounts, also known as Trump Accounts. Gandy has spoken to U.S. Treasury officials about the great promise of these financial products and Treasury has asked for feedback from industry professionals. You can help us out by answering a few brief questions.

5 min read

Medicarians Vegas is Almost Here. Join Your Peers & Save!

By Justi Folladori on Mar 23, 2026 9:38:25 AM

Experience It All at Medicarians Vegas 2026

Medicarians Vegas 2026 is quickly approaching - and it's more than just a typical conference. It's an experience designed to propel your business forward through a robust agenda, meaningful conversations, and a little fun along the way.

As a friend of NAIFA, you can still save $200 before prices increase April 3rd (details below).

Make Connections: Available exclusively to registered attendees, our Private Network & App allows you start to networking now! Discover, request, and schedule 1:1 meetings with over 5,000 peers before you arrive. View companies attending
Smart Badge: Exchange contact info instantly using your interactive badge (syncs with the Medicarians App).
Create Shared Experiences: Whether at the Puppy Park, Tee Time, Biergarten or so much more in the Expo Hall.
Meet Anytime: Use the 1:1 Meeting Zone when the Expo Hall is open, or the Meetup Point when it's not!
Breakfast & Lunches: Enjoy informal meetups over meals (included with your registration).
Celebrate in Style: Our Official After Party features a private performance by superstar Taio Cruz, ONLY for Medicarians attendees.

Prices Increase April 3rd
Why pay more? The on-site price to attend Medicarians Vegas is $2195, but as a friend of NAIFA you can secure your ticket for just $1695 if you register before prices increase Friday, April 3rd!

Attend as a Hosted Agent — FREE
Apply to join the Hosted Agent Program and receive a complimentary ticket in exchange for attending at least one sponsor-led session.

Apply for Hosted Agent Program