The #1 ETF event

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. 

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!

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.  

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!