SUMMIT 2026 RECAP
Are you a 2026 attendee and missed a session or want to revisit a key takeaway? Access Summit 2026 on-demand presentations, breakout sessions, and event content until January 20, 2027.
Watch On-Demand Sessions
The Ideas Shaping the Future of Financial Planning
From planning innovation and emerging technology to practical strategies for growth and engagement, Summit 2026 brought together industry leaders and advisors to explore what’s next for financial planning.
As client expectations evolve, advisors are looking for new ways to deliver greater value, strengthen relationships, and create more meaningful outcomes for the people they serve.
Throughout Summit 2026, attendees explored ideas designed to help firms power what’s possible for clients. Here are a few highlights from this year’s Mainstage presentations, leadership announcements, and some of the most popular breakout sessions.
Creating Clarity, Confidence, and Opportunity for Clients
Technology, Trust, and the Future of Advice
As Summit 2026 began, eMoney leaders shared a vision for helping advisors create more connected planning experiences and deliver greater value to clients.
As advisors navigate rising client expectations, rapid technological change, and increasing complexity, the opportunity to create meaningful client outcomes has never been greater.
Powering what’s possible means helping advisors create moments of clarity, confidence, and opportunity for the people they serve.”
Susan McKenna
CEO
Financial lives are continuous. Financial planning is not. The moment financial reality changes, planning should change with it.”
Tom Sullivan
Head of Product
Because the future of financial planning is always on. Planning intelligence should be available wherever the next client opportunity is being discovered.”
Chad Porche
SVP, Product Management
