Frequently Asked Questions
How do I register for Assembly?
Event registration will open in 2026; details to be released as they become available.
Is this meeting mandatory?
There will always be challenges pertaining to travel, as it means time away from families, friends, and clients. Regarding content, the firm's annual compliance meeting requirement for Arete Wealth registered advisors will be met by attending this meeting. If you are unable to attend Assembly, it's mandated registered representative meet the annual compliance requirement with additional online training. The details of those online hours will be shared after Assembly. We hope the nature of the content, the appeal of the culture-building, and the expenses the firm is absorbing on your behalf will make the trip both feasible and worthwhile. If you have any challenges preventing you from attending, please notify us.
What is the start time and end time of the event?
The formal event start times will be announced at a later date.
Where is the agenda?
Event agenda details from 2025 are posted here for reference. The 2026 agenda will be posted when available.
What are the terms and conditions for earning the $350 travel reimbursement for Arete registered reps?
1. You must be a registered representative / financial advisor affiliated with Arete Wealth.
2. You must attend highlighted product partner sessions and panels.
3. You will need to enter a unique code via your mobile phone to record your presence at these sessions.
This is an investment to ensure our product partners have your full attention in exchange for their support of our event. We are restructuring most product content to be delivered via interactive panels to also strengthen the overall value of your conference experience (read: less PowerPoint and pitches).
If I'm an Arete registered rep, how do I get the $350 reimbursement?
After satisfying the session attendance requirements, pre-loaded gift cards in the amount of $350 will be distributed at the end of the conference.
Where is the event?
We are still in the consideration phase for our host city and hotel.
HOTEL DETAILS TBD
How do I make a hotel reservation?
You will have access to an exclusive discounted nightly room rate, once our room block is released.
Are hotel early check-ins and late check-outs available?
Given the size of our group, hotels cannot guarantee early check-ins or late check-outs. After your reservation is made, follow up directly with the hotel regarding this.
Is parking available?
Parking details will be available once the hotel is selected.
What airport is recommended?
Airport details will be available once the host city is selected.
Is transportation provided from the airport to the hotel?
Given you are responsible for your own flight arrangements, there is a much higher convenience when you also arrange onsite transportation upon your arrival. Many options to arrive at the hotel are available, including hired ride apps like Lyft and Uber.
What costs are involved?
Registration for advisors, staff, and approved guests is complimentary. The firm covers all meals, events, and materials throughout your time with us. Attendees are responsible for their own travel expenses.
We will lighten the burden of your hotel fees by negotiating a special room rate for Assembly attendees.
What is the event dress code?
Business casual or golf attire are recommended attire styles throughout the conference.
May I bring a guest?
Yes; you may bring one personal guest with you, who will have access to all of our meals and excursions.
Will the event be recorded or live-streamed?
No; Arete Wealth Assembly is always an in-person event. The specific content and experiences of this meeting are designed to be in person.