ADVISOR and ADVISOR PLUS RATES
These rates are for advisors, RIAs, institutional investors, family offices, independent B/D advisors, regional advisors, wire house advisors, financial planners, asset owners*:
- The Advisor rate grants access to the exhibition hall, all parties and meals and the following content: Wealth Management EDGE, Inside ETFs, WealthStack and RIA Edge.
- The Advisor Plus rate grants access to advisor-only Speed Networking, exclusive dinner networking opportunities, option to book a meeting with industry experts, early entry to our event app and onsite networking tool, access to our VIP lounge — fully equipped with charging stations and refreshments — advisor-only networking opportunities, and other perks!
*refer to financial advisors and the assets they manage that are 100% under their discretion. This is intended for advisors providing discretionary wealth, investment or financial planning services to mass affluent and/or HNW individuals.
Please note, anyone who registers for the advisor pass will be subject to verification. Those who don’t meet the criteria will be required to upgrade to the Product and Service Provider rate. You will not be approved for an advisor pass if your firm is a Registered Investment Advisor that produces investment fund products - if this applies to you, please register under the Product and Service Provider rate.
ADVISOR TEAM DISCOUNT
Wealth Management EDGE is designed for you to be able to bring your entire C-suite. For a team discount, please contact email@example.com.
PRODUCT AND SERVICE PROVIDER RATES
Product and Service Provider rates is for attorneys, broker-dealers, consultants, asset managers, custodians, ETF issuers, ETF marketers, exchanges, index providers, liquidity providers, market makers, private equity, regulators, prime brokers, tax analysts, technology providers and third-party distributors.
Available exclusively to event sponsors. Use this to purchase extra company passes beyond those included in your package.
The main POC for each sponsor is responsible for providing their attendees with registration access. Please email firstname.lastname@example.org if you don’t know the name of your primary contact.
We offer a limited number of free passes to members of the press. If you would like a pass to attend, please contact email@example.com.
Partner with us and attend the event for FREE!
We're always looking to expand our reach and attract new audiences to our event. If you'd like to partner with us, please contact firstname.lastname@example.org.