Date TBC, 2022|The Diplomat Beach Resort, Hollywood, Florida
Get your EDGE: power growth, productivity and investment performance
A new conference experience for financial advisors and leaders of advisory firms looking to strategically accelerate the growth of their businesses.
A series of events for growth-oriented financial advisory firms
The EDGE mission
The RIA market has evolved and grown considerably in recent years, and there is now an incredible need to unite and connect the key players in the RIA ecosystem and provide ‘PhD-level’ guidance on how to enable their next wave of growth.
Clients are demanding more sophisticated wealth management and financial planning services whilst also expecting advisory firms to provide a high-touch, higher quality client experience.
EDGE is the solution - providing a new comprehensive experience for financial advisors and industry leaders looking to network and position themselves among the industry’s elite on the topics of investment products, technology tools, the RIA ecosystem, risk management, and practice efficiency.
Investing + Tech + Advice
The cornerstones of the content at EDGE are investing, technology and advice, reflecting the ‘day-in-the-life' activities of advisors.
Investing – grow and thrive in headwinds of global market forces
Technology - optimize planning, sales, marketing, investment analytics, cybersecurity and regulatory compliance and stay ahead of the needs and expectations of your clients
Advice – attract, engage and retain top talent, differentiate your business and keep pace amidst constant change, prepare your practice to thrive in the future.
How does it work?
As the wealth management industry readies to return to face-to-face events, EDGE has been designed to strategically integrate the following industry-leading events:
- Inside ETFs
- RIA EDGE
By housing Inside ETFs, WealthStack and RIA EDGE together, EDGE will provide advisors with efficient access to the most sought-after experts, thought leaders and researchers in investing, technology and practice management.
High impact networking
Meet and connect with 2,500+ senior wealth management influencers and decision makers including financial advisors, RIAs, broker dealers, trust companies, institutional investors, family offices, asset managers, investment banks, asset servicing, tech vendors, index providers & more!
Nurture your network through connector events, breakfast workshops, hosted one-to-one meetings, networking lunches, drinks receptions and official after-parties to make the most of every second you spend at our events.
Over the course of a single week, our strategically integrated conferences 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.
The largest and most important gathering for ETF-centric advisors and ETF influencers to build lasting connections, learn what’s new, what’s important, and how they can leverage innovations in ETFs to build truly differentiated portfolios.
The most innovative technology conference for financial advisors, RIAs and Broker-Dealer technology decisionmakers – and all of the key players in the WealthTech industry.
A new event for the most influential and fastest-growing RIAs.
RIA EDGE will provide exclusive M&A, marketing and client acquisition strategies from the most influential players in the RIA ecosystem.
What's different about EDGE?
Inside ETFs, WealthStack and RIA EDGE will align to form a new, innovative networking and one-to-one meeting application that will be featured at EDGE.
The EDGE Pier & Partner Exchange is a facilitated meeting feature that will connect advisors with leaders of other wealth management firms, top investment managers, WealthTech providers, custodians, broker-dealers and strategic consultants.
Improving the wealth management industry
Our strategic Think Tanks have been created to influence transformational change for the wealth management industry.
They are aimed specifically at key influencers and decision-makers in the RIA, retirement, ETF and WealthTech channels and will set the foundation for strategic research studies and features which will then be distributed through WealthManagement.com.
Topics to be addressed will include:
- The rise of ESG
- The industry’s need for diversity and inclusion
- The convergence of retirement planning and wealth management
The EDGE Consulting Lab
EDGE will feature a network of human capital, strategic planning, marketing and technology consultants who will be made available to advisors in a dedicated EDGE Consulting Lab.
The consulting lab sessions will provide direct access to the leading minds in the wealth management industry, allowing attendees to leave EDGE with practical applications that will drive their future growth.
The EDGE Innovation Station
EDGE will be the home of a new Innovation Station, featuring the industry’s most influential WealthTech representatives, research companies and data providers.
Advisors will be able to drop into the Innovation Station to efficiently demo, review and compare multiple technology solutions.