National Leaders Convene to Address Historic Wealth Transfer and Financial Advisor Retirements

The financial advice profession is managing two unprecedented transitions at the same time. Over the next two decades, an estimated $124 trillion will transfer from one generation to the next—the largest intergenerational wealth transfer in American history. At the same time, more than one-third of today's financial advisors are expected to retire within the next decade, placing decades of client relationships, institutional knowledge, and business ownership in transition.

Industry experts estimate the U.S. could face a shortage of about 100,000 financial advisors by 2034. This raises urgent questions about who will guide families through retirement, wealth transfer, and financial planning and who will lead the advisory profession in the future.

Those challenges will be addressed at the 2026 VISION Conference: The Wealth Shift: Ownership, Legacy & the Next Era, hosted by the Association of African American Financial Advisors (Quad-A). More than 600 financial advisors, wealth management executives, asset managers, RIAs, corporate partners, policymakers, and students will gather in Washington, D.C. September 10-12 to address who will own, lead, and shape the future of financial advice.

The conference will also feature nationally recognized voices, including renowned civil rights attorney Ben Crump and sports broadcaster Stephen A. Smith who will share their perspectives on leadership, ownership, advocacy, and legacy as families build and preserve generational wealth.

"The wealth shift happening in American families is also happening inside advisory firms," said Sheena Gray, CEO of Quad-A. "Ownership, leadership, and client relationships are all changing hands at once. Our responsibility isn't simply to prepare the next generation of financial advisors—it's to prepare the next generation of firm owners, entrepreneurs, and industry leaders who will define what this profession looks like for decades to come. That's the work Quad-A is here to do, and VISION is where those conversations spark action."

As Quad-A marks its 25th anniversary, this conference highlights both the organization's legacy and a bold vision for the future. For a quarter century, Quad-A has worked to expand opportunity, cultivate leadership, and increase access to trusted financial guidance. Today, the organization continues to lead national conversations around the future of wealth management.

VISION 2026 is designed to address today's challenges including: succession planning and increasing enterprise value; independent firm ownership and entrepreneurship; artificial intelligence and the future of financial advice; wealth transfer and legacy planning; public policy and advocacy shaping the profession; and recruiting, mentoring, and building the financial advisors of tomorrow.

Members of the media are invited to attend conference sessions and interview speakers, industry leaders, and attendees.