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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

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, 1:1 meetings, roundtables and the following content: Wealth Management EDGE, Inside ETFs, WealthStack and RIA Edge.
  • The Advisor Plus rate grants access to the exhibition hall, all parties and meals, 1:1 meetings, roundtables, advisor-only speed networking, early entry to our event app and onsite networking tool, access to our VIP lounge — fully equipped with charging stations and refreshments — the following content: Wealth Management EDGE, Inside ETFs+, WealthStack and RIA Edge, advisor-only networking opportunities and other perks!

*refers 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.

PRODUCT AND SERVICE PROVIDER RATES

The product and service provider rate 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.

STARTUP PASS

Are you a fintech/wealthtech startup that is less than 7 years old and has less than $15M in funds? If so, you are eligible for a startup rate of $2,000. To confirm that you qualify, please email shannon.rosic@informa.com.

MULTI-BOOKING DISCOUNT

Register 4 delegates and the fourth and each subsequently registered delegate will get a 20% discount.

Wealth Management EDGE is designed for advisors to be able to bring their entire C-suite. For special C-level team discounts, please contact tim.mccahery@informa.com.

SPONSOR RATE

Available exclusively to event sponsors. Use this to purchase extra company passes beyond those included in the sponsorship package.

PRESS INQUIRIES

We offer a limited number of free passes to members of the press. If you would like a pass to attend, please contact tim.mccahery@informa.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 tim.mccahery@informa.com.

help_outlineSave up to $200.00 when you book by 12 April

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