This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida
May 13 - 16, 2024|The Diplomat Beach Resort, Hollywood, Florida

Winning strategies for accelerated growth

2,000 attendees. 1,000 advisors.
70% of advisors managing assets over $500 million.

Leading industry brands: Inside ETFs+, WealthStack and RIA Edge to power your firm's investment, productivity and growth strategies.

Hear from the best minds in the industry

Wealth management experts, leaders and innovators are set to deliver data-rich presentations, insightful keynotes and lively panel discussions.

The wealth management conference powering investment, productivity and growth

Wealth Management EDGE is designed to strategically align three industry-leading brands: Inside ETFs+, WealthStack and RIA Edge.

Over the course of a single week, our event will provide real-world solutions to improve advisors’ investment management, technology and practice management. Ultimately giving attendees the “EDGE” to power the future growth of their firms.

Inside ETFs+ | An exchange traded funds event

Investment

Access new investment strategy, product and portfolio construction ideas and meet hundreds of ETF-centric advisors, issuers and influencers.

WealthStack | A wealth management technology conference

Productivity

Meet a new generation of growth-oriented advisors embracing technology to grow their business and the wealthtech innovators paving the way. 

RIA Edge | An RIA conference and event

Growth

Join the fastest-growing RIAs and the most influential voices in the RIA ecosystem while fine-tuning or developing your M&A, succession planning, compensation, human capital and leadership strategies. 

The EDGE mission

In the rapidly growing RIA market, there's an incredible need to bring key players together, provide expert guidance on enabling their next wave of growth, and help advisors meet the demands of today's clients, who want more sophisticated wealth management and financial planning services, as well as a higher-touch, higher-quality experience overall.

Wealth Management EDGE is the solution: Exclusive content, experiences and networking opportunities to help elite advisors and industry leaders build world-class wealth management firms.

The industry's largest gathering of senior financial advisors and leaders of advisory firms looking to accelerate the growth of their business

Speakers at the leading wealth management conference

Who's on stage?

Wealth Management EDGE invites leaders, innovators and influencers from across investment management, WealthTech, practice management and beyond to deliver insights to inspire the wealth management industry's next wave of growth.

Visionaries not to miss at EDGE 2024! Mark Tibergien, Trailblazer on RIA Growth; Jeff Dekko, Strategist and RIA leader; Joel Bruckenstein, Godfather of FintechJoanne Bradford, Marketing Maven 

Real-world solutions on stage at Wealth Management EDGE, a financial advisor event

Meet the leading names in wealth management

Wealth Management EDGE creates an invaluable opportunity to meet with your peers. Connect with 2,000+ senior wealth management thought leaders and decision makers including 150+ CEOs and managing partners from RIAs, broker dealers, trust companies, institutional investors, family offices, asset managers, investment banks, ETF issuers, asset servicers, tech vendors, index providers and more!


High-impact networking at Wealth Management EDGE, a wealth management event

ELEVATE your experience at EDGE

New in 2024! ELEVATE Meetings and ELEVATE Roundtables

ELEVATE your Wealth Management EDGE experience with highly curated meetings created through our new cutting edge technology. ELEVATE is a revolutionary meeting program designed to enhance your professional networking experience by facilitating seamless and purposeful 1:1 meetings. 

ELEVATE Roundtables offer a unique forum for engaging conversations and collaborative problem-solving in small groups of your peers. 

New ways to engage at Wealth Management EDGE, a financial advisor event

Real world solutions

200+ expert speakers will take to the stage covering content on investing, technology and advice, reflecting the ‘day-in-the-life' activities of advisors.

  • Insights Unveiled: Current Dynamics and Trends in Wealth Management
  • Navigating the AI-driven Future of Wealth Management
  • Meeting Client Expectations: Harmonizing Technology and Personal Connection for Enhanced Satisfaction
  • ...and more!




Bring your entire C-suite and save at Wealth Management EDGE, a wealth management conference

We do it all

In addition to structured and educational networking opportunities, we also want our attendees to have fun! Some of the interactive and entertaining elements at the event will be beachside yoga, wine tastings, a sandcastle build, mentor-mentee speed dating and more! Participants will not only gain valuable insights, but also leave with lasting memories of a well-rounded and enjoyable experience.

 

Find even more ways to get your edge, at Wealth Management EDGE - a wealth management event

Why advisors attend

Tailored advisor-led content and networking you will only find at Wealth Management EDGE. Keynote addresses by visionaries in the space, panel discussions led by industry experts, invite-only experiences, meet ups, VIP meetings, access to the Advisor+ Lounge and more!

70% of advisors who attend Wealth Management EDGE manage over $500 million in assets.



Heather Kelly

SVP

Allianz

[EDGE] is where we can touch all facets of our distribution. Allianz has a diverse distribution marketplace in the asset management space, but we're also in the insurance and the defined contribution space. Having a one-stop event that features thought leaders from across the entire industry is really amazing.

Be seen. Be heard.

Gain new leads. Be seen as a thought leader. Elevate your brand.

Wealth Management EDGE provides the platform to connect with a senior audience of leaders and advisors. Tell us your business goals and we'll help you achieve them. Lead discussions as an expert speaker at the home of RIAs and build a unique sponsorship package to put your company at the front of your buyers minds. Opportunities are limited. Reach out now!

Advisor premium program at Wealth Management EDGE

Advisor Premium Program

If you're one of the industry's top financial advisors, you can attend EDGE for free!

Please note that consideration for the program is based off of pre-determined guidelines and complimentary passes are limited.

Find out more >> 

Looking back at EDGE 2023

The most influential wealth management leaders across investment, wealthtech, operations, M&A, talent management, marketing and more. Watch the 2023 highlights here

2024 sponsors and exhibitors

Join these industry leaders. Contact Dan Rubinetti to learn more.