Investment Growth: Smarter Strategies, Stronger Portfolios

The investment landscape is evolving—are you keeping up? Investment Growth sessions dive into new asset classes, alternative investments, and portfolio construction trends shaping the future of wealth management. From retirement income strategies to crypto adoption, thematic investing, and the latest in ETFs and alts, gain insights from industry leaders to help you optimize portfolios, manage risk, and scale your investment strategies for long-term growth.

Elevate your investment insight and strategies at Wealth Management EDGE, a financial advisor event

Cutting-edge investment strategies within ETFs and beyond

ETFs conference advisors and influencers

An expert community

Alongside our industry leading panel of CIOs, 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.

Who attends?

Dissect the most debated developments

Interact with expert speakers as they debate the hot button issues and examine mega-trends in 2025:

ETF flow trends - active and buffered products adoption
Alternative investments and adoption at RIAs
Getting off zero in crypto investing
Thematic picks for Trump 2.0
And many more key investment issues

Meet the speakers

EDGE brings together thought leaders shaping best practices in wealth management investments and portfolio construction:

Luke Lloyd - frequent Fox News, CNBC contributor
Kate Boucher - leader in alts adoption
Adam Cohen - due diligence expert

Meet the speakers

See the full agenda

Investment strategy experts speaking at EDGE include:

Cameron Dawson

Chief Investment Officer

NewEdge Wealth

Gary Quinzel

Vice President, Portfolio Consulting

Wealth Enhancement Advisory Services

Jennifer Hutchins

Co-Chief Investment Officer

Avantax Wealth Management

Stephen Kolano

Chief Investment Officer

Integrated Partners

Jonathan Shelon

COO

KraneShares

Chelsea Ganey

Chief Strategy Officer

Moran Wealth Management

Brent Coggins

Chief Investment Officer

Triad Wealth Partners

Rafia Hasan

Chief Investment Officer

Perigon Wealth Management

Meet the speakers

InvesTours

NEW THIS YEAR

Join group of 10-15 fellow attendees and take a curated tour of exhibiting firms with the latest investment strategies and products leading the market. Think of it as speed-dating for investment ideas!

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InvesTours, powered by Inside ETFs+, at Wealth Management EDGE

Advisor Premium Program

Are you one of the industry's top financial advisors? Attend EDGE for free!

Consideration for the program is based on specific criteria. Complimentary passes are limited.

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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.

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David Morton

Portfolio Manager

Global View Capital Management

As a long-time attendee, I continue to look forward to each Inside ETFs because the investment of time and money have returned much more to me in terms of making friends and contacts, finding resources needed for business growth, connecting with sponsors and industry providers, and generally deepening my knowledge and understanding of 'all things ETF.'

Thomas Miller

Financial Advisor

Investors Financial Group, LLC

I'm very pleased I attended my third consecutive Inside ETFs conference in Florida this year. I always learn something new to use in my practice, the format works very well to maximize information gathering, and the networking is fun!

David Morton

Portfolio Manager

Global View Capital Management

As a long-time attendee, I continue to look forward to each Inside ETFs because the investment of time and money have returned much more to me in terms of making friends and contacts, finding resources needed for business growth, connecting with sponsors and industry providers, and generally deepening my knowledge and understanding of 'all things ETF.'

David Morton

Portfolio Manager

Global View Capital Management

As a long-time attendee, I continue to look forward to each Inside ETFs because the investment of time and money have returned much more to me in terms of making friends and contacts, finding resources needed for business growth, connecting with sponsors and industry providers, and generally deepening my knowledge and understanding of 'all things ETF.'

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Wealth Management Invest Podcast with David Bodamer

Check out our Wealth Management Invest podcast to shed light on the ever-evolving landscape of private investment offerings. Host David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in trading ETFs and SMAs.

Listen now