ETFs and beyond
Connections and opportunities for advisors, providers and investment firms. Explore ETFs, equity, fixed income, alternatives and digital assets.
The complete event
Wealth Management EDGE covers three core content pillars – investment, productivity and growth. This makes the EDGE audience 100% unique. No other event brings together CIO, CEO and CTOs as well as teams across the investment, technology and practice management ecosystems.
Your registration pass will grant access to the entire EDGE event. All stages, networking and experiences are accessible for all attendees creating maximum productivity and the possibility for a serendipitous meeting or lightbulb moment.
Cutting-edge investment strategies within ETFs and beyond
An expert community
Connect with ETF issuers, ETF strategists, asset managers and technology providers to learn more about various investment options and solutions for more personalized portfolios for your clients.
70% of asset owners who attend have more than $500M managed assets and 50% of advisors are C-suite.
Dissect the most debated developments
Interact with expert speakers as they debate the hot button issues and examine mega-trends.
- The Future of Portfolio Allocation
- Automating the Alternative Investment Process
- The Exchange Evolution with Spot Bitcoin, Crypto, and Digital Assets-Linked ETFs
- And more!
Meet the speakers
Inside ETFs+ brings together the most celebrated influencers in the industry to share their thoughts on the big issues advisors tackle today.
- Shana Sissel - the queen of alts
- Caleb Silver - leading the investor strategy revolution
- Dana Wilson - fintech disruptor
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.
In 2024, the Advisor Premium program welcomed 250+ advisors, 40% of which were C-level. The average AUM of firms participating in the program was $62B.