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October 21–23, 2026 | Dallas, TX

Save the date for
​Q4 Finnovation Forum™ 2026

The Q4 Finnovation Forum™ is the premier invitation-only event for Broker/Dealers, RIAs, Bank & Trusts, Family Offices, and elite Advisor teams.


Over 2.5 days, the forum delivers boardroom sessions, private meetings, and high-impact networking with top financial decision-makers. Attendees include CEOs, CIOs, CTOs, COOs, CCOs, and Heads of Technology and Operations.


Topics in Focus: Growing Advisor Teams, Marketing & Distribution, Enterprise Platforms, Back Office Operations, Recruitment and M&A, Regulations & Compliance.


Who Sponsors:  FinTech Innovators, Investment Banking & Finance Solutions, Third-Party Administrators.

Pre-Register to receive hotel updates, speaker announcements, and exclusive previews of the 2026 Q4 Finnovation Forum.