May 31 (Pre-Conference Day) - June 3
The Diplomat Beach Resort,
Strategically accelerate the growth of your business
The industry’s elite firms are growing by design – not by default. Learn how to create intentional, scalable and repeatable growth at the RIA industry’s most impactful educational and networking event.
Why RIA EDGE is different
PhD level content to help you become the top 1-2% of RIA firms in the industry
Participate in four 90-to-120 minute deep dive workshops on:
- Valuation & M&A
- Staffing and Compensation
- Drivers of Organic Growth (Marketing and business development)
- Advanced Financial Planning
Peer-to-peer exchanges and networking with elite RIAs
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. Plus, participate in unique programs that make networking even more efficient:
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.
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
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 RIA Edge ticket automatically get access to EDGE, RIA Edge main stage, Inside ETFs and WealthStack. So you get all events for the price of one!
Celebrity Fireside: The family business: Secrets to success on & off the field
June 2 | 1:20pm
NFL legends Eli and Archie Manning will join us 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