Why Attend INSITE 2017


INSITE is invested in your success and gives you access to over 2,000 success-minded advisors and 500 strategic providers to grow your network.


Discover new industry trends and hear from over 100 inspiring speakers throughout your three days in San Diego.


Fulfill your continuing education (CE) requirements for CFA, CFP, CWS or IMCA by attending qualifying sessions at INSITE 2017.


Let loose at the INSITE Block Party where you'll have exclusive access to some of the area's hottest venues while enjoying the city's outdoor nightlife.

I was impressed with the material covered and the knowledge of the presenters at the breakout sessions. I can’t wait to attend the 2017 conference.
-INSITE 2016 attendee

Highlights from INSITE 2016


Speakers, including top innovators George Blankenship, Neil Blumenthal and
Lauren Bush Lauren


Breakout sessions, covering a wide range of hot industry topics like FinTech and DOL


Continuing education credit hours offered


Lived-streamed sessions for viewing on the go

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