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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL
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Wealth Management EDGE Day 2 - US Eastern

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Wealth Management EDGE Day 2 - US Eastern
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Showing 2 of 2 Streams
8:00am - 9:00am
Registration Opens and Breakfast for all Participants in the Expo Hall
9:00am - 9:10am
Wealth Management EDGE Welcome
9:10am - 9:30am
Opening Keynote Address
9:30am - 10:10am
Financial Feud featuring Micheal Kitces
10:10am - 10:35am
Breaking the RIA Custody Mold to Connect Today's Advisors with Tomorrow's Investors
10:35am - 10:55am
Journey: 5-hour ENERGY® to Family Office and Hedge Fund
8:00am - 10:00am
Female Advisor Breakfast (FAB) for Women in Wealth Management (By Invite Only)
Showing 2 of 2 Streams
10:55am - 11:25am
Networking and Refreshment Break in the Expo Hall
10:55am - 11:25am
Ask Me Anything - NextGen Edition
Showing 3 of 3 Streams
11:25am - 11:35am
Welcome Remarks
11:35am - 11:50am
Keynote Address
11:50am - 12:20pm
Focused on the Future: Being an Employer of Choice
12:20pm - 1:00pm
Driving Organic Growth: Key Approaches for Business Expansion
11:25am - 11:35am
Welcome Remarks
11:35am - 11:50am
Keynote Address
11:50am - 12:20pm
Thematic Investment Picks for Trump 2.0
12:20pm - 1:00pm
The ETF Flows of 2025 - Hot takes on New Products with Eric Balchunas and Leading CIOs
11:25am - 12:25pm
WealthStack Tech Tours
Showing 2 of 2 Streams
1:00pm - 1:45pm
Luncheon for all Participants

1:45pm - 2:15pm
Dessert in Expo Hall
1:00pm - 2:15pm
CTO Think Tank
Showing 4 of 4 Streams
2:15pm - 2:25pm
Welcome Remarks
2:25pm - 3:05pm
Can Alternatives be Liquid? Do They Need to Be? The Key Features of Successful Alternative Investments in RIA Portfolios
3:05pm - 3:45pm
Ready, Set, Crypto! Balancing Growth and Caution in the New Crypto Landscape
2:15pm - 2:25pm
Welcome Remarks
2:25pm - 2:45pm
Keynote Address
2:45pm - 3:45pm
WealthStack Demos
2:15pm - 3:00pm
CTO Think Tank continues
2:45pm - 3:45pm
NextGen Mentor Mentee Speed Dating
Showing 3 of 3 Streams
3:45pm - 4:15pm
Afternoon Networking and Refreshment Break in the Expo Hall
3:45pm - 4:15pm
The Great Wealth Transfer
3:45pm - 4:15pm
NextGen Meet Up
Showing 4 of 4 Streams
4:15pm - 4:55pm
Smart Tools, Secure Futures: The Tech Revolution in Retirement Planning
4:55pm - 5:30pm
NextGen Connections: Communicating and Engaging the Next Generation of Investors
4:15pm - 4:55pm
Navigating Mergers in RIAs: Key Strategies for Partnering and Driving Growth Through Strategic Alliances
4:55pm - 5:30pm
Hunting for Hidden Gems: How to Find and Acquire RIA Firms with Specialized Expertise
4:15pm - 5:00pm
ETFs+ Investment Growth Roundtables
4:15pm - 4:55pm
NextGen Meet Up
Showing 1 of 1 Streams
5:30pm - 6:30pm
The Happiest of Hours - Happy Hour in the Expo Hall
Wealth Management EDGE Day 1
NextWealth Management EDGE Day 3
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