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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL
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EDGE NextGen Advisor Program

The journey of young advisors in our industry can be challenging and often lonely. From cold calling pressures to product-pushing environments, many talented NextGen advisors struggle to find their path to success.

What are we doing to support the next generation of advisors before they burn out or walk away?

At Wealth Management EDGE, we recognize the challenges NextGen advisors face—and we’ve created the NextGen Advisor Program to empower them, connect them, and keep them in the business for the long term. Invest in your firm's future by bringing your NextGen advisors to an event specifically designed to address their needs.

Apply for a NextGen Advisor pass

Insightful videos about networking and EDGE Meetings

The importance of the connectme app for Wealth Management EDGE

bios and interest on the connectme app for Wealth Management EDGE

prearranging your meeting availability on the connectme app for Wealth Management EDGE

networking and EDGE meetings on the connectme app for Wealth Management EDGE

EDGE NextGen mentor-mentee speed dating

Wealth Management EDGE Mentor-Mentee Speed Dating Program is where NextGen advisors will meet the more seasoned executives to learn from them. Mentees have the opportunity to interact with multiple mentors in a single event, gaining insights, advice and diverse perspectives.

Interested in becoming a mentor of EDGE NextGen?

Are you a senior financial advisor? We welcome you to apply for a mentorship position within our EDGE NextGen Advisor Program.

As a mentor, you can also bring the young advisors from your firm to the event for free!

Apply to mentor
Advisor premium lounge

Do I qualify for EDGE NextGen?

The EDGE NextGen Program is reserved for advisors that are within the first 10 years of their careers. Consideration for the program is also based off of other factors such as firm size, position within your firm, and more.

We offer a limited number of complimentary passes to NextGen advisors, subject to validation. If you would like to register your interest and join us at Wealth Management EDGE, please contact Kayla.

Email Kayla

NextGen presentations

EDGE will feature agenda sessions curated to NextGen advisors:

  • Ask Me Anything with Michael Kitces, NextGen Edition
  • NextGen Connections: Communicating and Engaging the Next Generation of Investors
  • Unlocking the Next Gen Talent Pipeline: Finding, Growing, and Keeping Your Dream Team

See event's agenda

NextGen presentation at Wealth Management EDGE
NextGen meet up at Wealth Management EDGE

NextGen meet up

Network with other EDGE NextGen advisors at an exclusive meet up hosted by our NextGen ambassador. Details will be released closer to the event.