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RIA Edge

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May 21 - 24, 2023
The Diplomat Beach ResortHollywood, Florida

Networking Opportunities

High impact networking

Nurture your network through connector events, breakfast workshops, hosted one-to-one meetings, networking lunches, happy hours and parties to make the most of every second you spend at our events.

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.

Interested in demoing? Contact Dan on sponsoredge@informa.com or 1-917-294-9517 to find out more.

RIA Edge Office Hours

Wealth Management EDGE will feature a network of human capital, strategic planning, marketing and technology consultants who will be made available to advisors in dedicated RIA Edge Office Hours.

During Office Hours Advisor plus delegates will have direct access to leading wealth management minds, providing attendees with practical applications to drive their future growth.  We will schedule these meetings in advance through our VIP manager.

See the consultants who took part last year here.

Think Tanks

Contribute to the thought-leadership driving the next wave of growth in wealth management at our Think Tanks.

These invite-only Think Tanks will gather top level executives 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.

Curated meet ups

Be part of the solution by attending our highly curated meet ups, created to encourage conversations and networking based on personal development, career goals and opportunity building.

Wealth & Wellness

Enhance your wellbeing at Wealth Management EDGE through our Wealth & Wellness initiative by joining events like Sunrise Yoga, a Fun Run and mediation in our Wellness Lounge. Along with sessions on Mindset over Market and the Power of Positivity

Peer & Partner Exchange

Enjoy facilitated networking at the Peer & Partner Exchange.

This is a facilitated meeting feature that will connect advisors with leaders of other wealth management firms, top investment managers, WealthTech providers, custodians, broker-dealers and strategic consultants.  

Your social calendar

Get started online ahead of time

The app launches the week before the event, allowing you to login and see who'll be joining you in Florida.

  • Browse the delegate list and send messages to anyone you're interested in connecting with
  • Pre-schedule your meetings and Consulting Lab Office Hours
  • Create your own profile and let people know why you're attending and who you’re looking to meet

The Welcome Reception

Start your event experience off right at the welcome reception - the official start to RIA Edge networking.  

Join us to catch up with old friends and make new ones following the workshop and opening Wealth Management EDGE sessions. Unwind, enjoy the Florida sunshine, cold drinks, and hors d’oeuvres.  

Open to all - no need to pre-register. 

Poolside Party

Join us for an evening poolside reception. 

Enjoy a night with great food, drinks and the vibrant music that South Florida has to offer, all while overlooking panoramic views of the Atlantic Ocean. 

Open to all - no need to pre-register. 

Happy Hour

Join us for happy hour drinks in the expo hall once sessions close on May 22 and 23. 

Catch up with people you've met that day, carry on conversations and get ready for your evening plans! 

Open to all – no need to pre-register. 

Connector events

Our Connector Events are a brilliant way to meet individuals with similar interests and passion projects. Nurture your sphere of influence, crowd source, problem solve and discuss the current challenges and opportunities in today’s financial environment. 

Come to network, share your thoughts, or listen in on curated discussions led by the industry’s top minds in: 

  • D&I - meet the women portfolio managers behind ETFs

Interested in hosting a Connector Event? Contact Daniel on daniel.rubinetti@informa.com.

Peer & Partner Exchange

Inside ETFs, WealthStack and RIA Edge will align to form a new, innovative networking and one-to-one meeting application that will be featured at Wealth Management EDGE.

The EDGE Peer & Partner Exchange is a facilitated meeting feature that will connect advisors with leaders of other wealth management firms, top investment managers, WealthTech providers, custodians, broker-dealers and strategic consultants. 

Stand out from the crowd

Want to position yourself at the center of the ETF community?

Contact Daniel on daniel.rubinetti@informa.com 1-917-294-9517.