NAIFA's Members Blog

1 min read

Building Financial Security Starts in Our Communities

By Christopher Gandy, LACP on Jul 23, 2026 4:40:33 PM

Financial security doesn't happen by accident. It begins with access to trusted information, thoughtful planning, and professionals who are committed to helping individuals and families make informed decisions at every stage of life.

8 min read

RIA Edge Orange County returns to Dana Point, CA this October!

By Justi Folladori on Jul 14, 2026 9:57:29 AM

Save 20% when you register with partner code NAIFA2026

Growth demands evolution - and RIA Edge Orange County, October 19-21, is leading by example.

As the event expands to meet the needs of the most ambitious firms in wealth management, we're moving to a new home that matches the caliber of insights you'll gain: the Waldorf Astoria Monarch Beach in Dana Point, CA.

The fastest-growing RIAs in the country are here, sharing the ideas, technologies and business approaches that are helping them scale. You'll hear directly from firm leaders about what's working in their organizations today - and the lessons they've learned along the way.

Tap into sessions designed to give you a competitive edge:

From AI experiments to enterprise advantage: building the operating model for the modern RIA

The client signal layer: turning conversations, behavior and data into growth opportunities
Winning the war for next-generation RIA talent
The client experience imperative: building an advice model that scales

REGISTER AND SAVE 20%

LEARN MORE

Advisors and leaders of advisory firms can claim a complimentary pass to attend the event here.

Registrations can be made online, by calling +1-888-670-8200 or by emailing register@informaconnect.com. Save up to $800 by registering before July 24.

Find your next big client at RIA Edge Orange County

Are you interested in meeting senior industry leaders? Are you focused on accelerating your business and developing new, impactful connections?

Sponsorships are going quickly! Amplify your brand presence and create lasting impressions at the #1 networking event for advisors.

GET IN TOUCH

The State of NAIFA Webinar Is July 8th

By NAIFA on Jul 1, 2026 10:07:00 AM

Join us for the next State of NAIFA webinar and hear directly from NAIFA's leadership about the latest developments across your association.

You're Invited to The College Funding Coach Success Summit

By Justi Folladori on Jun 1, 2026 9:00:00 AM

On behalf of the entire team at The College Funding Coach®, we are excited to invite you to the 12th Annual College Funding Coach® Success Summit. On August 5-7, we’ll be changing the game in the world of college funding and financial planning. YOU should be here.

Launch of 530A Accounts App Signals Major Opportunity for Financial Advisors

By NAIFA on May 28, 2026 12:41:22 PM

This week marked another important step toward the launch of 530A “Trump Accounts,” as the U.S. Department of Treasury confirmed that the app millions of Americans will use to manage these accounts for their children is set to launch today.

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.