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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

High impact networking

Meet and connect with 2,000 growth-oriented financial advisors, RIAs, broker dealers, asset managers, investment banks, asset servicers, tech vendors, & more!

Nurture your network through connector events, breakfast workshops, hosted one-to-one meetings, lunches, happy hours and parties to make the most of every second you spend at our events.

Outcome-oriented learning and networking

Wealth Management EDGE introduces new sessions and formats designed to help advisory firm leaders gain their EDGE.

Innovation Station

Wealth Management EDGE will be the home of a new Innovation Station, featuring the industry’s most influential wealthtech representatives, research companies and data providers. 

Advisors will be able to drop into the Innovation Station to efficiently demo, review and compare multiple technology solutions.

Interested in demoing? Contact Dan on or 1-917-294-9517 to find out more.

RIA Edge Office Hours

Wealth Management EDGE will feature a network of human capital, strategic planning, marketing and technology consultants who will be made available to advisors in dedicated RIA Edge Office Hours.

During Office Hours Advisor plus delegates will have direct access to leading wealth management minds, providing attendees with practical applications to drive their future growth.  We will schedule these meetings in advance through our VIP manager.

See the consultants who took part last year here.

Think Tanks

Contribute to the thought-leadership driving the next wave of growth in wealth management at our Think Tanks.

These invite-only Think Tanks will gather top level executives to openly discuss and debate the challenges and opportunities of the marketplace, these offer C-suite decision makers the unique opportunity to raise issues with competitors and partners, all in a collaborative environment led by industry experts.

The discussion from each of the four Think Tanks will result in a research report distributed on

Curated meet ups

Be part of the solution by attending our highly curated meet ups, created to encourage conversations and networking based on personal development, career goals and opportunity building.

Wealth & Wellness

Enhance your wellbeing at Wealth Management EDGE through our Wealth & Wellness initiative by joining events like Sunrise Yoga, a Fun Run and mediation in our Wellness Lounge. Along with sessions on Mindset over Market and the Power of Positivity

Peer & Partner Exchange

Enjoy facilitated networking at the Peer & Partner Exchange.

This is a facilitated meeting feature that will connect advisors with leaders of other wealth management firms, top investment managers, wealthtech providers, custodians, broker-dealers and strategic consultants.  

Your social calendar

Get started online ahead of time

The Wealth Management EDGE app launches the week before the event, allowing you to login and see who'll be joining you in Florida.

  • Browse the delegate list and send messages to anyone you're interested in meeting
  • Pre-schedule your meetings before you even leave the office
  • Create your own profile and let people know why you're attending

The Welcome Reception

Start your event experience off right at the welcome reception - the official start to networking.  

Join us to catch up with old friends and make new ones following the workshop and opening Wealth Management EDGE sessions. Unwind and enjoy the Florida sunshine, cold drinks, and hors d’oeuvres.  

Open to all - no need to pre-register. 

Poolside party

Join us for a poolside evening reception.

Enjoy a night with great food, drinks and the vibrant music that South Florida has to offer, all while overlooking panoramic views of the Atlantic Ocean.

Open to all - no need to pre-register.

Happy hour!

Join us for happy hour drinks in the expo hall once sessions close on May 14 and 15.

Catch up with people you've met that day, carry on conversations and get ready for your evening plans! 

Open to all - no need to pre-register. 

Networking made easy

The ConnectMe app helps you grow your network. Start connecting with fellow attendees one week before the event, so you can arrive with a full schedule of meetings lined up. Watch the video to find out more.

  • Fill in your profile and use the matchmaking tool to find attendees with similar interests
  • View the full delegate list and filter it to find the people you are most interested in meeting
  • Add new contacts and message them using the live chat function
  • Schedule both live and virtual meetings with your contacts
  • Take the event with you - use your delegate bags to collect digital content from exhibitors and sessions to further your knowledge and refer to later. 

Go the extra mile

We provide you with the platform to connect with 2,000 senior decision makers from across the wealth management industry.

Whether you're looking to make more of an impact than simply attending or you want us to do some of the leg work for you - tell us what you want to achieve and we'll help you get there. For sponsorship opportunities, please contact  Dan by emailing or by calling 1-917-294-9517.