May 13 - 16, 2024|The Diplomat Beach Resort, Hollywood, Florida
The time is now
1500 wealth mgt leaders. 750+ advisors. 60%+ with a $500m+ AUM.
A once in a lifetime bull market for advice.
Wealth Management EDGE brings together Inside ETFs, WealthStack & RIA Edge to power your
investments, productivity and growth strategy.
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.
Investment
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.
WealthTech
The most innovative technology conference for financial advisors, RIAs and Broker-Dealer technology decisionmakers – and all of the key players in the WealthTech industry.
Advice
A gathering of the most influential and fastest-growing RIAs. RIA Edge will provide exclusive M&A, marketing, talent management and client acquisition strategies from the most influential players in the RIA ecosystem.
The largest gathering of senior financial advisors and leaders of advisory firms looking to accelerate the growth of their business
Real-world solutions
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, production, sales, marketing, investment analytics, 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 2023 include:
Sallie Krawcheck - An innovator on intentional investing. Creating wealth for women, by women.
Jeff Dekko - A trailblazer on RIA growth, leadership and performance.
Jamal Mashburn - The triple threat. An NBA All-Star athlete, business owner and strategist.
Tom Ricketts - Chairman of InspereX and Executive Chairman of the Chicago Cubs, on leading a winning organization: bonds & baseball.
High-impact networking
Wealth Management EDGE creates an invaluable opportunity to meet with your peers. Connect with 1,500 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 & more!
50% of the asset owners who attended in 2022 have an AUM of $500m or more. Companies attending include: Allianz Life Insurance Company of North America, Raymond James, Merrill Lynch, Merit Financial Advisors, PNC Financial Services, Castle Wealth Management, Wealthspire Advisors, SignatureFD, Beacon Pointe Advisors, T Rowe Price, American Century Investments, Fidelity, DWS, JP Morgan, KraneShares and more!
New ways to engage
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.
- Enhance your wellbeing through our Wealth & Wellness
- Contribute to the thought-leadership driving the next wave of growth in wealth management at our Think Tanks.
- Be part of the solution by attending our highly curated meet ups focused on personal development, career goals and opportunity building
- Get inside information during the RIA Edge Office Hours exclusively for Advisor Plus pass holders
- Drop into the Innovation Station to efficiently demo, review and compare multiple tech 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.
Even more ways to get your edge
For an extra $100, advisors can guarantee an event experience unlike any other by upgrading their pass to Advisor Plus.
The Advisor Plus rate grants access to 1:1 meeting opportunities, organized on your behalf by our Audience Engagement Manager, exclusive dinner networking opportunities, option to book a meeting with industry experts during RIA Edge Office Hours, early entry to our event app and onsite networking tool, special access to Advisor Plus only meetups, access to our VIP lounge, fully equipped with charging stations and refreshments, valet parking and advisor only networking opportunities.
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.
Hear from the biggest influencers in the wealth management industry.
WHAT TO EXPECT FROM WEALTH MANAGEMENT EDGE 2023
Join the most influential wealth management leaders across investment, wealthtech, operations, M&A, talent management, marketing and more. Watch the trailer here.
Meet the right people
1,500
Influential attendees
750+
Advisors, RIAs and broker dealers
60%
with an AUM of $500+
Go further and do more by sponsoring the event
"It's incredible - bringing this whole ecosystem together".
Hear from Steve Earner, Head of RIA Platform at LPL Financial talks about the "different flavors" of how and who you can connect with at Wealth Management EDGE. LPL Financial were founding charter partners at the event in June 2022.
Sponsor Wealth Management EDGE and promote your brand across Inside ETFs, WealthStack and RIA Edge. To find out more, get in touch with Dan on sponsoredge@Infoma.com or call 1-917-294-9517.
"If you're not here, you need to consider why" - Ric Edelman
Last summer saw the launch of Wealth Management EDGE, featuring Inside ETFs, WealthStack and RIA Edge.
Check other rave reviews from CEOs like Shannon Eusey. Plus the highlights from an amazing week...
Wealth Management EDGE 2023 on-demand
As a Wealth Management EDGE delegate, you can view many of the sessions on-demand via our Streamly platform after the event. Catch up on key insights and re-watch your favorite sessions.
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.
Get the Latest Event Updates
Championing sustainability
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
