Networking Opportunities
High impact networking
Meet and connect with the largest and most important ETF-centric advisors and influencers.
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.
Consulting Lab
Wealth Management EDGE will feature a network of human capital, strategic planning, marketing and technology consultants who will be made available to advisors in a dedicated EDGE Consulting Lab.
The Office Hours sessions taking place in the consulting lab sessions will provide direct access to the leading minds in the wealth management industry, allowing attendees to leave Wealth Management EDGE with practical applications that will drive their future growth.
Think Tanks
WealthManagement.com will host four Think Tanks, each with its own unique group of core participants and decision-makers.
The Think Tanks will gather top level executives from the CEO, CIO and CTO communities 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 WealthManagement.com.