- Understanding the most in-demand conferences from an advisor’s perspective and maximizing ROI are crucial for asset managers planning their 2025 conference schedule.
- Based on a recent survey of advisors, FUSE found that advisors attend 1.6 conferences annually, with Morningstar, Barron’s, and Schwab topping the list of the highest-rated conferences.
- Regarding their interactions with asset managers at conferences, just over one-third of advisors prefer to stop by a booth during the exhibit period, but the majority of advisors attending conferences would rather have a prearranged meeting. The most popular, and also most costly, is a sponsored group dinner. Another 26% of advisors prefer an in-person meeting at the conference or prearranged meetings at the asset manager’s booth. Having a well-planned conference strategy in advance is paramount.
