May 31 (Pre-Conference Day) - June 3|The Diplomat Beach Resort, Hollywood, Florida
The #1 ETF event
Fueling growth and innovation for the ETF and Wealth Management industries
The world's leading ETF event finally returns to Florida!
The largest and most important ETF-centric advisors and influencers
Join RIAs, institutional investors, family offices, independent broker-dealers, regional advisors, wire houses, financial planners, asset owners and ETF buyers.
Connect with ETF issuers, ETF strategists, asset managers and technology providers to learn more about the increasing number of investment options now available – and ultimately the solutions that will allow you to create more personalized portfolios for your clients.
A snapshot of companies already confirmed to attend include ASx, Bloomberg, Charles Schwab, Davis Advisors, Dimensional Fund Advisors, Engine 1, Putnam Investments, SEC, SEI & more.
Dissect the most debated developments. Prepare for the future.
Interact with our expert speakers as they debate the hot button issues and examine mega-trends, including:
Bitcoin futures ETFs and what new regulation means for next gen Bitcoin ETFs
ETFs vs. direct indexing: what does the future hold?
The rise of active ETFs – how much will advisors and institutions embrace?
Breakdown of ESG, digital assets and NFTs – demystifying and deconstructing fact and fiction
Check back soon for the 2022 agenda!
The EDGE experience
EDGE will feature the wealth management industry’s two most powerful investment and technology events – Inside ETFs and WealthStack – and will also introduce a new event, RIA Edge.
By integrating these three events, EDGE will allow advisors to learn how to improve the way they manage client portfolios – as well as the management of their overall businesses.
The combination of RIA Edge, WealthStack and Inside ETFs makes EDGE’s audience 100% unique. No other event brings together CIO, CEO and CTOs as well as teams across the investment, technology, and practice management ecosystem.
Attendees with an Inside ETFs ticket automatically get access to EDGE, RIA Edge main stage and WealthStack included. So you get all events for the price of one!
What makes this year's event unique?
Peer to peer exchanges and networking with the ETF community
Enhance your network through connector events, breakfast workshops, hosted one-to-one meetings, networking lunches, drinks receptions and official after-parties to make the most of every second you spend at our events.
Participate in new programs that make networking even more efficient:
Our new “Peer & Partner” Program is a marketplace where you can pre-arrange meetings with other advisors, investment managers and technology companies – or just grab a coffee and have an impromptu chat.
The new EDGE “Consulting Lab” will feature a network of human capital, strategic planning, marketing and technology consultants who will be made available to advisors during dedicated “Office Hours” throughout the event.
Bring your entire C-suite
The convergence of investment management and fintech is rapidly re-shaping financial advice – and innovations in ETFs and WealthTech are presenting advisors and RIA firms with more options and opportunities than ever before. Through EDGE we're bringing the top investment, WealthTech leaders from the most influential and fastest-growing wealth management firms together to collaborate, connect and drive the industry’s next wave of growth.
To make your decision even easier, advisors can bring additional team members for a 50% discount off the Advisor or Advisor Plus Pass rate by purchasing the Advisor Multi-professional Passport Discount Pass.
Eli and Archie Manning confirmed to speak
Celebrity Fireside: The family business: Secrets to success on & off the field
June 2 | 1:20pm
NFL legends Eli and Archie Manning will to discuss the secrets of their success on the football field and in the business world – while also sharing their perspectives on managing family and intergenerational wealth in this exclusive keynote Q&A.
Keynote: How to make Planning more Efficient
Explore the latest Kitces Research study on "How Financial Advisors Really Do Financial Planning", to understand how long it really takes to create and deliver a financial plan, where time-savings opportunities are, the role of staff support in scaling financial advice, how technology impacts planning efficiencies, and the interaction between planning expertise, experience, and niche specializations, in making the delivery of financial planning more efficient.
With Michael Kitces, co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View
Hear from the leaders in ETFs
Book with confidence
We know there's uncertainty in the world right now. That's why we want to give you added flexibility and peace of mind when booking your place.
If for any reason you decide you can't attend, a colleague can attend in your place, or you can transfer your booking onto another future event. You have these options right up to the day of the event.
Alternatively, you can choose to cancel completely and receive a full refund (minus 10% admin fee) if you notify us at least 57 days out from the event.
STAND OUT FROM THE CROWD
Sponsor Inside ETFs and connect with senior ETF decision makers face-to-face. Tell us what you want to achieve. We'll help you get there.
Every industry needs it's own ComiCon or Catalana Wine Mixer. Inside ETFs is both in one shot.
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