Join Us For An Experience Like No Other

Network with over 550 investment professionals from all over the country as you discover the latest developments in financial advice and technology. The Fearless Investing Summit is Riskalyze’s annual conference, empowering financial advisors to recharge in a beautiful location, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders.

Riskalyze Best Practices

Get hands-on training from the Riskalyze team and power users. Learn all about marketing, integrations, and client engagement. Ask questions, get answers, and maximize your investment.

Investment Trends

How can you stay ahead in an ever-changing industry? Industry thought leaders and the Riskalyze team will discuss how to implement a digital experience, automate account management, scale 401k solutions, and more.  

Practice Management

Keeping your practice running smoothly is growing more and more complex every day. Join us for practical advice on how to upgrade your client experience, hire great people, and grow your business.

Regulatory Issues

What does the current regulatory landscape look like for advisors? In today’s best interest economy, implementing tools and processes to get compliant before new regulations impact you makes all the difference.

OCTOBER 17-19, 2018

San Antonio Marriott Rivercenter
101 Bowie St., San Antonio, TX 78205


The Summit runs Wednesday-Friday October 17-19, 2018
Join us to hear from world-class thought leaders in a one-of-a-kind location.
Day 1
Oct 17 2018
Day 2
Oct 18 2018
Day 3
Oct 19 2018

Summit Check-In

Opening Remarks

Dick Vitale
6:00 pm - 9:00 pm

Redtail & Riskalyze Rodeo

Morning Run with the CTO

Breakout Sessions


Spouse Waco Trip

Mike McDaniel
12:00 pm - 1:00 pm


Breakout Sessions

Riskalyze Breakout Sessions

Ron Carson
Daniel Crosby

Partner Breakout Sessions


Final Evening Party

Morning Run with the CTO


Partner Breakout Sessions

Jim Bowen

Jim Bowen Keynote

General Session Close

Riskalyze Breakout Sessions


Join us on October 17, 2018


Have a question, comment, or compliment? We’d love to hear them all. Contact our conference team.