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Events

Stay Informed.
Stay Connected.

Engage, learn, and connect with the leader in wealth management solutions during these upcoming events.

Featured Event

Upcoming Events

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August 9, 2026 - August 12, 2026

San Diego Convention Center | San Diego, CA

SS&C Black Diamond Wealth Solutions is proud to participate in Focus 2026 as a Tech Kiosk Partner, taking place August 9–12, 2026, at the San Diego Convention Center in San Diego, California. Hosted by LPL Financial, this premier industry conference brings together financial professionals for four days of education, innovation, and networking, featuring expert-led sessions, keynote presentations, technology demonstrations, and opportunities to explore solutions that help advisors grow and scale their businesses.

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September 9, 2026 - September 11, 2026

Eden Roc | Miami Beach, FL

Event dedicated to connecting advisory practice field professionals with thought leadership on operations, business development, technology, finance and human resources.

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September 14, 2026 - September 17, 2026

Huntington Beach, CA

SS&C Black Diamond Wealth Solutions is proud to sponsor and exhibit at Future Proof Festival 2026, taking place September 14–17, 2026, in Huntington Beach, California. Bringing together thousands of financial advisors, wealth management executives, asset managers, fintech innovators, emerging startups, and industry leaders, Future Proof Festival is dedicated to building the modern wealth management industry through education, networking, and collaboration. Attendees will gain valuable insights into emerging trends and technologies while connecting with peers and thought leaders from across the financial services ecosystem.

Be sure to visit the SS&C Black Diamond Wealth Solutions booth to meet our team, explore our latest wealth management technology solutions, and learn how we help firms streamline operations, enhance client experiences, and drive growth.

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September 21, 2026 - September 23, 2026

Park City, UT

SS&C Black Diamond Wealth Solutions is proud to serve as a Diamond Sponsor, Partner, and Exhibitor at the Association of Trust Organizations (ATO) 2026 Annual Meeting. This 1.5-day conference brings together trust industry leaders, innovators, and professionals for insightful discussions, practical learning opportunities, and meaningful networking. Featuring expert speakers, roundtable discussions, and panel sessions, the Annual Meeting provides attendees with valuable perspectives on leadership, emerging technologies, industry trends, and operational best practices. We invite attendees to visit the SS&C Black Diamond Wealth Solutions exhibit to connect with our team and learn how our innovative wealth and trust solutions help organizations streamline operations, enhance client experiences, and drive growth.

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September 23, 2026 - September 26, 2026

Huntington Beach, CA

The RIA industry's premier event for M&A and succession planning. This event is designed to equip you with the fundamentals of transition planning while diving into the latest trends in the RIA space with the most experienced industry leaders. Stay tuned for more information.

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September 28, 2026 - September 30, 2026

Nashville, TN

SS&C will exhibit at the 2026 National Trust Closely Held Business Association (NTCHBA) Conference, a premier educational event for professionals in the corporate fiduciary, trust, estate, and closely held business industries. The conference brings together bank trust specialists, business appraisers, attorneys, and industry experts to discuss trends, best practices, and challenges related to managing closely held business interests and fiduciary responsibilities.

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September 29, 2026 - September 30, 2026

Orlando, FL

SS&C Black Diamond Wealth Solutions will exhibit at the Florida Bankers Association Trust & Wealth Management Conference, Florida’s premier event for trust, wealth management, banking, and legal professionals. The conference brings together trust officers, estate planning attorneys, financial advisors, RIAs, and trust department leaders to explore industry trends, regulatory developments, and strategies for delivering exceptional client service in an evolving wealth management landscape.

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October 14, 2026 - October 16, 2026

Chicago, IL

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October 19, 2026 - October 20, 2026

Nashville, TN

The Trust and Wealth Management Conference is the annual meeting for Tennessee Bankers Association members working in the trust area. The conference provides information on a variety of topical trust issues.

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October 25, 2026 - October 28, 2026

Tampa, FL

EMPOWER provides RIAs with a unique opportunity to share ideas and insights with peers, industry partners, home office departments and senior leaders from across the firm.

This year, the Raymond James RIA & Custody Services division will host the annual EMPOWER Conference October 25-28 in Tampa, Florida. We hope you’ll join us to gain valuable knowledge and tools that empower you to forge future success for your business.

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October 27, 2026 - October 29, 2026

Boston, MA

With so many RIA industry leaders from firms of all sizes all in one place, expect countless opportunities to learn, rejuvenate, make connections, and have fun!

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