Advise AI 2026

Advise AI is the only wealth management conference 100% focused on artificial intelligence. Produced by Financial Planning magazine, Advise AI brings together the firms that are actually implementing AI — not just talking about it. This is where AI strategy meets operational reality for financial advisors, RIAs, and wealth management technology leaders.

What to expect at Advise AI 2026

While every conference in 2026 will have an “AI track,” Advise AI is the entire conference. Sessions cover the full spectrum of AI in wealth management: large language models and their applications in advisory, AI agents that automate client workflows, data infrastructure requirements for effective AI, compliance and governance considerations, and real-world case studies from firms that have deployed AI tools in production.

The attendee profile skews toward the technical and operational decision-makers: CTOs building AI architecture, COOs evaluating AI-powered automation, and firm leaders trying to understand what AI actually means for their business — beyond the hype. If you’re looking for practical, implementation-focused AI content for wealth management, this is the event.

Why If your CRM, custodian, and portfolio tool can’t agree on a client’s total AUM, an AI agent certainly can’t provide meaningful insight about that client.

Milemarker’s entire platform exists to solve this problem. We build the data infrastructure layer that makes AI actually work:

• Navigator AI — Milemarker’s AI platform that turns connected data into actionable intelligence

• Milemarker MCP — our Model Context Protocol that gives AI agents secure, governed access to your firm’s unified data

• AI-ready data infrastructure — data that is connected, normalized, governed, and fresh across 130+ integrated systems

• The four properties of AI-ready data and how firms are building toward them

• Why most firms’ AI strategies will fail — and the infrastructure gap they need to close first

Who should connect with us

If you’re a CTO exploring AI architecture, a COO evaluating AI automation tools, or a CEO who’s been asked “what’s our AI strategy?” and doesn’t have a good answer yet — Advise AI is where we should talk. Milemarker provides the data foundation that makes every AI tool in your stack more effective.

Attending Advise AI? Schedule a meeting with the Milemarker team — we’ll show you what AI-ready data infrastructure looks like.