Last month, the Exchange 2025 conference gathered the financial services community in Las Vegas for three days of networking, idea sharing, and thought leadership. Advisors, issuers, and financial professionals got business done, met new contacts, and increased their knowledge and understanding thanks to an expert slate of panelists and keynote speakers.
Exchange 2025 by the Numbers
The Exchange conference featured approximately 1,400 attendees from over 579 firms. Top media outlets like CNBC, Bloomberg, Financial Times, MarketWatch and more were there, providing coverage and reporting the panels, events, and happenings at the conference. 143 partner firms were onsite to answer advisor questions and walk them through the latest portfolio ideas, technology platforms, and innovations.
At the core of every Exchange conference is a focus on learning and content. With 44 unique presentations, advisors had a chance to hear about a variety of subjects ranging from Ian Bremer’s cogent assessment of the geopolitical landscape to Dr. David Kelly’s deep investigation of the market outlook. Panels on practice management, networking, and portfolio building abounded. Advisors had the chance to earn up to 15 hours of CE credits and 11 hours of IAR credits.
Lastly, we’re thrilled to support the broader community by raising over $20K for philanthropy.
Financial Advisors at Every Level Showed Up
Advisors traveled from 46 U.S. states to make the Las Vegas conference. International representation included advisors from Canada, Korea, and even the Cayman Islands. Bringing the conference to Nevada also opened it up to a new slate of advisors, with 66% of advisor attendees being new to the event.
There was also a diversity of assets under management among advisor attendees. We are proud that Exchange caters to both established practices and up-and-coming advisors. Advisors new to the field can connect and learn from others who have been in their shoes before.
The Exchange 2025 Conference Reviews Were Thumbs Up
According to surveys, 87% of advisors at the conference said they were likely or very likely to recommend the event to a professional colleague, and 92% rated the event as excellent, very good, or good. 83% expressed that they expected to attend Exchange again in 2026, which will occur March 15-18. One attendee commented, “As a first time attendee it was an experience. I’ve never attended an event like this that had a good mix of business and fun. I really enjoyed how Exchange really tries to incorporate networking and the overall environment indoor and outdoor.”
The panels and keynotes were particularly striking to many attendees, with one advisor noting, “The content is really robust and I love the whole atmosphere. It’s so first class and I feel taken care of and valued.”
It Is Never too Early to Prepare for Next Year
With 2025’s Exchange conference in the books, March 15-18, 2026 is on the horizon. As the global economy faces widespread uncertainty, dedicating the time to invest in your knowledge and practice becomes increasingly important. Advisors looking to stake out their spot in Exchange 2026 can do so here.
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