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

Investment strategies, productivity and growth for advisors

Incorporating Inside ETFs+, WealthStack, RIA Edge and more

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

The EDGE agenda features renowned industry experts including:

Mark Tibergien, Jeff Dekko, Joanne Bradford, Mark Hurley, Michael Kitces and many more!

The only wealth management conference powering investment, productivity and growth

Wealth Management EDGE brings together three industry-leading brands: Inside ETFs+, WealthStack and RIA Edge.

Over the course of a single week, our event will give you real-world solutions to improve your investment strategies, technology, and practice management to power the future growth of your firm. Ultimately giving you the “EDGE” over your competitors.  

Inside ETFs+ | An exchange traded funds event


Discover and debate the latest ideas in investment strategy, product and portfolio construction and discuss ETFs and more with hundreds of experts, advisors and issuers. 

WealthStack | A wealth management technology conference


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

RIA Edge | An RIA conference and event


Fine-tune your processes and strategies, from M&A to succession planning, compensation, human capital and leadership. 

Why three-in-one makes sense

EDGE brings together the industry's key players and experts, enabling your next growth wave while helping you meet the demands of your clients.  

Bring your entire team to EDGE! With sessions, sponsors and networking activities grouped by brand - Inside ETFs+, WealthStack, and RIA EDGE - each member of your team can design their own experience that helps you build a world-class wealth management firm. 

The industry's largest gathering of senior financial advisors

Speakers at the leading wealth management conference

Who's on stage?

We're delighted to welcome some of the top visionaries at EDGE 2024! 

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

Who attends

Connect with 2,000+ senior wealth management 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 EDGE experience

New in 2024! ELEVATE Meetings and ELEVATE Roundtables

ELEVATE 1:1 Meetings: Use our app to create your profile, search event attendees using advance filters, and schedule 1:1 meetings. ELEVATE Meetings will take place at a designated space during designated time slots to maximize your time at the event.  

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

This year's topics

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

  • Current Dynamics and Trends
  • Navigating the AI-driven Future 
  • Understanding the Millennial Investor Mindset
  • NextGen Advisor's Perspective
  • Attract and Engage Women Investors
  • And more!
Extra event activities at Wealth Management EDGE include beachside yoga, wine tastings, and a sandcastle build

More than just sessions

We want you to have fun! Join your fellow attendees for beachside yoga, wine tastings, building a sandcastle, mentor-mentee speed dating and more! 

Not only will you gain invaluable insights, make new connections and strengthen existing ones, but you'll also leave with lasting memories of a great event. And you'll have photos to prove it - we'll make sure of that! 

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

Why advisors attend

We deliver information and insight that's tailored to the needs of advisors — ONLY at EDGE — through visionary keynote speakers, panel discussions led by industry experts, invite-only experiences, meet-ups, VIP meetings, access to the Advisor+ Lounge and more!

EDGE attracts the highest quality attendees: 70% of advisors who attend manage over $500 million in assets.

Sarah Yonkowski

Director of Sales

Chaikin Advisory Solutions

WealthStack has been a phenomenal partner, helping with different marketing initiatives and making sure that we get the most out of the event. We'll be sponsoring again!

Be seen. Be heard.

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

Providing you with 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 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

A gathering of wealth management leaders across investment, wealthtech, operations, M&A, talent management, and marketing.

2024 sponsors and exhibitors

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