May 21 - 24, 2023|The Diplomat Beach Resort, Hollywood, Florida
Get your EDGE: power your growth, productivity and investments
A new conference experience for financial advisors and leaders of advisory firms looking to accelerate the growth of their businesses.
"If you're not here, you need to consider why" - Ric Edelman
Check out the highlights from an amazing week in Florida for the launch of Wealth Management EDGE.
The Wealth Management 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, events and networking opportunities to help elite advisors and industry leaders build world-class wealth management firms.
How does it work?
Wealth Management EDGE has been designed to strategically integrate three industry-leading events.
By housing Inside ETFs, WealthStack and RIA Edge together, Wealth Management EDGE will provide advisors with efficient access to the most sought-after experts, thought leaders and researchers in investing, technology and practice management.
Over the course of a single week, our 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 learn 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.
Connecting you with unmissable learning and networking opportunities
The cornerstones of the content at Wealth Management 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
Inspirational thought leadership
Wealth Management EDGE invites 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 delivering keynote addresses in 2022 included:
- Robert Shiller - economist and nobel laureate
- Michael Kitces - on how to make planning more efficient
- Ric Edelman - on the crypto opportunity and how advisors can get their share of $5bn in fees generated
- Archie and Eli Manning - on the secrets to success on and off the field
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 financial advisors, RIAs, broker dealers, trust companies, institutional investors, family offices, asset managers, investment banks, ETF issuers, asset servicers, tech vendors, index providers & more!
50% of the asset owners who attended in 2022 have an AUM of $500m or more. Companies attending included: Ameriprise, ARGI, Astoria Advisors, Brandywine Oak Private Wealth, Cahaba Wealth Management, Dakota Wealth Management, Eaglebrook Advisors, Goldman Sachs, Hightower Advisors, Keel Point, Mercer Advisors, Merrill Lynch, Morgan Stanley, Raymond James, Rose Capital, SawTooth Solutions, Tobias Financial Advisors and Wells Fargo Advisors
Access the event content all year round
All Wealth Management EDGE attendees can access the content on-demand for 12 months after the event.
Sessions will be available to all attendees to access online a week after the event runs.
Please note in a minority of cases, speakers may request their sessions are excluded from this on-demand access. Closed-door conversations are not available on demand.
New formats to engage and empower
Wealth Management EDGE introduces new sessions and formats to provide firm leaders with unmatched outcome-oriented learning and networking opportunities.
- Enjoy facilitated networking at the Peer & Partner Exchange.
- Contribute to the thought-leadership driving the next wave of growth in wealth management at our Think Tanks.
- Join an Office Hours session at the Consulting Lab and pick the brains of leading human capital, strategic planning, marketing and technology consultants.
- Drop into the Innovation Station to efficiently demo, review and compare multiple technology solutions.
Bring your entire C-suite and save
Advisory firms can bring additional team members for a 50% discount off the Advisor or Advisor Plus Pass rate by purchasing the Advisor Multi-professional Passport Discount Pass.
Through Wealth Management EDGE, we're bringing the top investment, operations and wealthtech leaders from the most influential and fastest-growing wealth management firms together to collaborate, connect and drive the industry’s next wave of growth.
Go further and do more
Wealth Management EDGE has been developed to allow asset management firms, ETF providers & issuers, RIA custodians, broker-dealers, wealth tech companies and professional buyers to engage with leading financial advisors.
Sponsor Wealth Management EDGE in 2022 and promote your brand across Inside ETFs, WealthStack and RIA Edge. To find out more, get in touch with Dan on Daniel.Rubinetti@informa.com or call 1-917-294-9517.
This year's visionary speakers include...
Hear from the biggest influencers in the wealth management industry
Discover the steps being taken to run Wealth Management EDGE as sustainably and socially responsible as possible including:
- FasterForward to zero - Informa's commitment to net zero carbon
- Reducing carbon emissions
- Dedicated content on sustainability & impact in investment management
- Wellbeing and accessibility