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
WealthStack is the most innovative technology conference for financial advisors, RIAs and Broker-Dealer technology decision makers
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!
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.
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.
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!
Take a look at some the advisors and tech gurus already lined up to speak in 2022
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
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 Shahariar.Zaman@informa.com or call 1-347-476-0926
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