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May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

May 31 (Pre-Conference Day) - June 3|The Diplomat Beach Resort, Hollywood, Florida

A New Era of Advice: Where Wealth Management & WealthTech Converge

Linking technology, practice management, operations and investment ideas to grow your wealth management firm

Join 2,000+ leading financial advisors, RIA decision-makers and WealthTech innovators and influencers

First 2022 speakers announced!

Introducing you to the thought leaders, influencers and innovators taking to the stage in June.

The most innovative technology conference for financial advisors, RIAs and Broker-Dealer technology decision makers

Why attend?

Dissect the most advanced WealthTech developments. Engage with innovators and influencers. Prepare for the future.

Interact with our expert speakers as they debate the hot button issues and examine the newest technology and mega-trends including:   

  • The role of tech in unlocking new growth opportunities for your firm 

  • Leveraging digital to improve productivity, workflows and operations 

  • Unlocking new opportunities to engage with clients and prospects 

  • Reinventing the client experience through technology

Check back soon for the 2022 agenda!

Join WealthStack’s unique community

Meet and connect with future-minded financial advisors, RIAs, broker dealers, asset managers, investment banks, asset servicing, tech vendors, & more!  

A snapshot of companies already confirmed to attend include Advicent, Carson Group, Dakota Wealth Management, Envestnet, Goldman Sachs, Hightower Advisors, LifeWorks Advisors, NaviPlan, Orion Advisor Services, O’Shaughnessy Asset Management, RFG Advisory, SignatureFD & 2050 Wealth Partners . 

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 a WealthStack ticket automatically get access to EDGE, RIA Edge main stage, Inside ETFs and WealthStack. So you get all events for the price of one! 

What makes this year's event unique?

Peer to peer exchanges and networking with future-minded wealth tech community

Nurture 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 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.

Experience emerging and new developments with established tech solutions first-hand

WealthStack and EDGE will be the home of a new “Innovation Station”, featuring the industry’s most influential WealthTech representatives, research companies and data providers. 

Drop into the Innovation Station to efficiently demo, review and compare multiple technology solutions from 30+ companies (Wednesday – Friday during Exhibit Hall hours).  

Plus, experience 20+ demos live from stage.

Bring your entire C-suite

The convergence of investment management and fintech is rapidly re-shaping financial advice – and innovations in ETFs and WealthTech are presenting advisors and RIA firms with more options and opportunities than ever before. Through EDGE we're bringing the top investment, WealthTech leaders from the most influential and fastest-growing wealth management firms together to collaborate, connect and drive the industry’s next wave of growth.

To make your decision even easier, advisors can bring additional team members for a 50% discount off the Advisor or Advisor Plus Pass rate by purchasing the Advisor Multi-professional Passport Discount Pass. 

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

Book with confidence

We know there's uncertainty in the world right now. That's why we want to give you added flexibility and peace of mind when booking your place.

If for any reason you decide you can't attend, a colleague can attend in your place, or you can transfer your booking onto another future event. You have these options right up to the day of the event.

Alternatively, you can choose to cancel completely and receive a full refund (minus 10% admin fee) if you notify us at least 57 days out from the event.

Set yourself apart

Looking for the best way to engage with 1,000+ future-thinking advisors? Demonstrate your expertise and position your firm as a leader in its field by securing one of our coveted speaking slots.

For sponsorship opportunities, please contact Shah on or call 1-347-476-0926 

Championing Sustainability

Discover the steps being taken to run WealthStack as sustainably and socially responsible as possible including:

  • FasterForward to zero - Informa's commitment to net zero carbon
  • Reducing carbon emissions
  • Dedicated content on sustainability & impact in investment management
  • Wellbeing and accessibility

Industry content year-round

Stay up to date with all the latest industry and event news

Want the latest industry news, interviews, speaker profiles and research at the drop of a hat? Head to our audience home to discover more.

Brought to you by Informa Connect and WealthManagement

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